Wmg Financial Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,311 shares of FV stock, worth $322,961. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,311
Previous 5,311 -0.0%
Holding current value
$322,961
Previous $314,000 4.46%
% of portfolio
0.12%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$48.43 - $59.26 $193 - $237
-4 Reduced 0.08%
5,311 $314,000
Q4 2024

Feb 06, 2025
SELL
$57.47 - $62.82 $6,723 - $7,349
-117 Reduced 2.15%
5,315 $313,000
Q2 2023

Aug 03, 2023
BUY
$43.02 - $46.91 $989 - $1,078
23 Added 0.43%
5,432 $254,000
Q1 2023

Apr 18, 2023
SELL
$42.68 - $48.77 $4,609 - $5,267
-108 Reduced 1.96%
5,409 $243,000
Q4 2022

Feb 10, 2023
SELL
$42.79 - $49.32 $4,279 - $4,932
-100 Reduced 1.78%
5,517 $256,000
Q3 2022

Oct 18, 2022
BUY
$39.93 - $48.37 $4,591 - $5,562
115 Added 2.09%
5,617 $232,000
Q4 2021

Feb 14, 2022
BUY
$45.6 - $51.52 $250,891 - $283,463
5,502 New
5,502 $270,000

Others Institutions Holding FV

# of Institutions
347
Shares Held
42.7M
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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