Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History

Sar Wealth Management Group, LLC

  • $175 Billion
  • Q3 2025

A detailed history of Sar Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 464,364 shares of FV stock, worth $28.2 Million. This represents 16.4% of its overall portfolio holdings.

Number of Shares
464,364
Previous 460,591 0.82%
Holding current value
$28.2 Million
Previous $27.3 Billion 5.34%
% of portfolio
16.4%
Previous 16.82%

Shares

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

Oct 17, 2025
BUY
$59.23 - $62.14 $223,474 - $234,454
3,773 Added 0.82%
464,364 $28.8 Billion
Q2 2025

Jul 08, 2025
BUY
$48.43 - $59.26 $242,682 - $296,951
5,011 Added 1.1%
460,591 $27.3 Billion
Q1 2025

Apr 11, 2025
BUY
$53.91 - $63.03 $325,077 - $380,070
6,030 Added 1.34%
455,580 $25 Billion
Q4 2024

Jan 15, 2025
SELL
$57.47 - $62.82 $273,327 - $298,771
-4,756 Reduced 1.05%
449,550 $26.6 Billion
Q3 2024

Oct 17, 2024
BUY
$51.35 - $59.82 $37,126 - $43,249
723 Added 0.16%
454,306 $26.5 Billion
Q2 2024

Jul 15, 2024
SELL
$52.41 - $57.79 $2.89 Million - $3.19 Million
-55,208 Reduced 10.85%
453,583 $26 Billion
Q1 2024

Apr 15, 2024
SELL
$49.64 - $57.23 $259,716 - $299,427
-5,232 Reduced 1.02%
508,791 $29.1 Billion
Q4 2023

Feb 12, 2024
BUY
$41.2 - $52.34 $21.2 Million - $26.9 Million
514,023 New
514,023 $26.5 Billion

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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