Montz Harcus Wealth Management LLC First Trust Dorsey Wright Focu Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 11,078 shares of FV stock, worth $673,653. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,078
Previous 11,074 0.04%
Holding current value
$673,653
Previous $656,000 4.42%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 20, 2025
BUY
$59.23 - $62.14 $236 - $248
4 Added 0.04%
11,078 $685,000
Q2 2025

Jul 21, 2025
BUY
$48.43 - $59.26 $39,567 - $48,415
817 Added 7.97%
11,074 $656,000
Q1 2025

Apr 21, 2025
BUY
$53.91 - $63.03 $107 - $126
2 Added 0.02%
10,257 $562,000
Q4 2024

Jan 29, 2025
BUY
$57.47 - $62.82 $114 - $125
2 Added 0.02%
10,255 $605,000
Q3 2024

Oct 24, 2024
BUY
$51.35 - $59.82 $526,491 - $613,334
10,253 New
10,253 $597,000

Others Institutions Holding FV

# of Institutions
347
Shares Held
42.6M
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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