Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$52.41 - $57.79 $39,412 - $43,458
-752 Reduced 10.47%
6,427 $368,000
Q1 2024

May 15, 2024

SELL
$49.64 - $57.23 $9,828 - $11,331
-198 Reduced 2.68%
7,179 $410,000
Q4 2023

Feb 14, 2024

BUY
$41.2 - $52.34 $15,573 - $19,784
378 Added 5.4%
7,377 $380,000
Q3 2023

Nov 14, 2023

SELL
$43.3 - $48.81 $47,326 - $53,349
-1,093 Reduced 13.51%
6,999 $310,000
Q2 2023

Aug 14, 2023

BUY
$43.02 - $46.91 $15,358 - $16,746
357 Added 4.62%
8,092 $379,000
Q1 2023

May 15, 2023

BUY
$42.68 - $48.77 $330,129 - $377,235
7,735 New
7,735 $348,000
Q2 2022

Aug 15, 2022

SELL
$40.98 - $50.4 $20,817 - $25,603
-508 Reduced 6.11%
7,813 $324,000
Q1 2022

May 16, 2022

BUY
$45.04 - $50.31 $75,487 - $84,319
1,676 Added 25.22%
8,321 $396,000
Q4 2021

Feb 14, 2022

SELL
$45.6 - $51.52 $8,800 - $9,943
-193 Reduced 2.82%
6,645 $327,000
Q3 2021

Nov 15, 2021

SELL
$45.18 - $48.46 $6,596 - $7,075
-146 Reduced 2.09%
6,838 $313,000
Q2 2021

Aug 16, 2021

BUY
$44.14 - $47.47 $2,074 - $2,231
47 Added 0.68%
6,984 $331,000
Q1 2021

May 18, 2021

BUY
$39.83 - $45.14 $276,300 - $313,136
6,937 New
6,937 $310,000
Q3 2020

Nov 19, 2020

SELL
$32.21 - $37.03 $240,061 - $275,984
-7,453 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$24.69 - $33.41 $11,061 - $14,967
-448 Reduced 5.67%
7,453 $240,000
Q1 2020

May 13, 2020

SELL
$22.4 - $33.96 $16,172 - $24,519
-722 Reduced 8.37%
7,901 $203,000
Q4 2019

Feb 18, 2020

SELL
$28.8 - $31.69 $63,504 - $69,876
-2,205 Reduced 20.36%
8,623 $272,000
Q3 2019

Nov 15, 2019

SELL
$29.51 - $30.36 $137,516 - $141,477
-4,660 Reduced 30.09%
10,828 $320,000
Q2 2019

Aug 12, 2019

BUY
N/A
1,359 Added 9.62%
15,488 $471,000
Q1 2019

May 16, 2019

BUY
N/A
4,313 Added 43.94%
14,129 $425,000
Q4 2018

Feb 15, 2019

BUY
N/A
617 Added 6.71%
9,816 $248,000
Q3 2018

Nov 14, 2018

SELL
N/A
-267 Reduced 2.82%
9,199 $284,000
Q2 2018

Aug 13, 2018

BUY
N/A
19 Added 0.2%
9,466 $279,000
Q1 2018

May 15, 2018

SELL
N/A
-114 Reduced 1.19%
9,447 $264,000
Q4 2017

Feb 14, 2018

SELL
N/A
-981 Reduced 9.31%
9,561 $274,000
Q3 2017

Nov 14, 2017

BUY
N/A
10,542
10,542 $280,000

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


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

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.