Clearstead Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,704 shares of FV stock, worth $164,430. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,704
Previous 4,933 45.19%
Holding current value
$164,430
Previous $292,000 42.81%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$59.23 - $62.14 $132,023 - $138,510
-2,229 Reduced 45.19%
2,704 $167,000
Q2 2025

Aug 08, 2025
BUY
$48.43 - $59.26 $120,978 - $148,031
2,498 Added 102.59%
4,933 $292,000
Q1 2024

May 14, 2024
BUY
$49.64 - $57.23 $22,338 - $25,753
450 Added 22.67%
2,435 $139,000
Q1 2023

May 09, 2023
SELL
$42.68 - $48.77 $4,182 - $4,779
-98 Reduced 4.7%
1,985 $89,000
Q4 2022

Feb 14, 2023
BUY
$42.79 - $49.32 $4,193 - $4,833
98 Added 4.94%
2,083 $96,000
Q1 2021

May 14, 2021
BUY
$39.83 - $45.14 $79,062 - $89,602
1,985 New
1,985 $89,000

Others Institutions Holding FV

# of Institutions
350
Shares Held
42.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
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