Kingswood Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,625 shares of FV stock, worth $1.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
18,625
Previous 12,880 44.6%
Holding current value
$1.13 Million
Previous $798 Million 46.94%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$60.63 - $62.78 $348,319 - $360,671
5,745 Added 44.6%
18,625 $1.17 Billion
Q3 2025

Oct 23, 2025
BUY
$59.23 - $62.14 $762,882 - $800,363
12,880 New
12,880 $798 Million
Q4 2024

Jan 22, 2025
SELL
$57.47 - $62.82 $497,287 - $543,581
-8,653 Reduced 70.52%
3,617 $214 Million
Q3 2024

Oct 21, 2024
BUY
$51.35 - $59.82 $630,064 - $733,991
12,270 New
12,270 $715 Million

Others Institutions Holding FV

# of Institutions
350
Shares Held
42.7M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email