Wcg Wealth Advisors LLC First Trust Dorsey Wright Focu Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 22,917 shares of FV stock, worth $1.39 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

22,917

Previous 22,869 0.21%

Holding current value

$1.39 Million

Previous $1.36 Million 4.72%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$59.23 - $62.14 $2,843 - $2,982	48 Added 0.21%	22,917 $1.42 Million
Q2 2025 Aug 13, 2025	BUY	$48.43 - $59.26 $15,885 - $19,437	328 Added 1.46%	22,869 $1.36 Million
Q1 2025 May 14, 2025	BUY	$53.91 - $63.03 $172,997 - $202,263	3,209 Added 16.6%	22,541 $1.24 Million
Q4 2024 Feb 18, 2025	BUY	$57.47 - $62.82 $107,009 - $116,970	1,862 Added 10.66%	19,332 $1.14 Million
Q3 2024 Nov 13, 2024	BUY	$51.35 - $59.82 $65,573 - $76,390	1,277 Added 7.89%	17,470 $1.02 Million

Q2 2024 Aug 12, 2024	SELL	$52.41 - $57.79 $2,620 - $2,889	-50 Reduced 0.31%	16,193 $927,000
Q1 2024 May 13, 2024	BUY	$49.64 - $57.23 $114,172 - $131,629	2,300 Added 16.5%	16,243 $929,000
Q4 2023 Feb 08, 2024	SELL	$41.2 - $52.34 $1,689 - $2,145	-41 Reduced 0.29%	13,943 $719,000
Q3 2023 Nov 09, 2023	BUY	$43.3 - $48.81 $9,396 - $10,591	217 Added 1.58%	13,984 $619,000
Q2 2023 Aug 14, 2023	BUY	$43.02 - $46.91 $107,119 - $116,805	2,490 Added 22.08%	13,767 $646,000
Q1 2023 May 15, 2023	BUY	$42.68 - $48.77 $481,302 - $549,979	11,277 New	11,277 $508,000
Q3 2022 Nov 14, 2022	BUY	$39.93 - $48.37 $199 - $241	5 Added 0.07%	7,419 $305,000
Q2 2022 Aug 23, 2022	SELL	$40.98 - $50.4 $143,552 - $176,551	-3,503 Reduced 32.09%	7,414 $307,000
Q2 2022 Aug 15, 2022	BUY	$40.98 - $50.4 $447,378 - $550,216	10,917 New	10,917 $295,000

Others Institutions Holding FV

# of Institutions

350

Shares Held

42.8M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC First Trust Dorsey Wright Focu Transaction History