Wealthcare Advisory Partners LLC First Trust Dorsey Wright Focu Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 7,087 shares of FV stock, worth $441,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,087

Previous 6,275 12.94%

Holding current value

$441,378

Previous $365,000 14.52%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$57.47 - $62.82 $46,665 - $51,009	812 Added 12.94%	7,087 $418,000
Q3 2023 Oct 12, 2023	SELL	$43.3 - $48.81 $67,894 - $76,534	-1,568 Reduced 19.99%	6,275 $277,000
Q2 2023 Jul 17, 2023	BUY	$43.02 - $46.91 $35,620 - $38,841	828 Added 11.8%	7,843 $367,000
Q1 2023 May 04, 2023	SELL	$42.68 - $48.77 $402,856 - $460,340	-9,439 Reduced 57.37%	7,015 $316,000
Q4 2022 Feb 13, 2023	BUY	$42.79 - $49.32 $704,066 - $811,511	16,454 New	16,454 $765,000
Q2 2021 Aug 16, 2021	SELL	$44.14 - $47.47 $22,070 - $23,735	-500 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$39.83 - $45.14 $19,915 - $22,570	500 New	500 $22,000
Q2 2020 Jul 29, 2020	SELL	$24.69 - $33.41 $12,345 - $16,705	-500 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	N/A	500 New	500 $15,000

Others Institutions Holding FV

# of Institutions

331

Shares Held

42.4M

Call Options Held

4.6K

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Wealthcare Advisory Partners LLC First Trust Dorsey Wright Focu Transaction History