Summit Financial, LLC First Trust Dorsey Wright Focu Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Summit Financial, LLC holds 10,033 shares of FV stock, worth $610,106. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,033
Previous 12,453 19.43%
Holding current value
$610,106
Previous $737,000 15.74%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2025
SELL
$59.23 - $62.14 $143,336 - $150,378
-2,420 Reduced 19.43%
10,033 $621,000
Q2 2025

Aug 13, 2025
BUY
$48.43 - $59.26 $218,177 - $266,966
4,505 Added 56.68%
12,453 $737,000
Q1 2025

May 14, 2025
BUY
$53.91 - $63.03 $18,491 - $21,619
343 Added 4.51%
7,948 $436,000
Q4 2024

Feb 12, 2025
SELL
$57.47 - $62.82 $976 - $1,067
-17 Reduced 0.22%
7,605 $449,000
Q3 2024

Nov 12, 2024
SELL
$51.35 - $59.82 $118,105 - $137,586
-2,300 Reduced 23.18%
7,622 $444,000
Q2 2024

Jul 31, 2024
BUY
$52.41 - $57.79 $38,102 - $42,013
727 Added 7.91%
9,922 $568,000
Q1 2024

Apr 24, 2024
BUY
$49.64 - $57.23 $13,651 - $15,738
275 Added 3.08%
9,195 $526,000
Q4 2023

Feb 05, 2024
SELL
$41.2 - $52.34 $26,944 - $34,230
-654 Reduced 6.83%
8,920 $459,000
Q3 2023

Nov 07, 2023
SELL
$43.3 - $48.81 $7,231 - $8,151
-167 Reduced 1.71%
9,574 $424,000
Q2 2023

Aug 11, 2023
BUY
$43.02 - $46.91 $419,057 - $456,950
9,741 New
9,741 $456,000

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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