A detailed history of Hbk Sorce Advisory LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 3,394 shares of FV stock, worth $206,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,394
Previous 4,541 25.26%
Holding current value
$206,389
Previous $281,000 25.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2025

SELL
$59.23 - $62.14 $67,936 - $71,274
-1,147 Reduced 25.26%
3,394 $210,000
Q3 2025

Oct 14, 2025

BUY
$59.23 - $62.14 $268,963 - $282,177
4,541 New
4,541 $281,000
Q1 2024

May 09, 2024

BUY
$49.64 - $57.23 $231,918 - $267,378
4,672 New
4,672 $267,000
Q1 2023

May 15, 2023

SELL
$42.68 - $48.77 $104,224 - $119,096
-2,442 Reduced 49.98%
2,444 $220,000
Q4 2022

Feb 09, 2023

BUY
$42.79 - $49.32 $209,071 - $240,977
4,886 New
4,886 $227,000

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.