Golden State Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 43,433 shares of FV stock, worth $2.59 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

43,433

Previous 86,866 50.0%

Holding current value

$2.59 Million

Previous $4.77 Million 49904.95%

% of portfolio

0.35%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$53.91 - $63.03 $2.34 Million - $2.74 Million	-43,433 Reduced 50.0%	43,433 $2.38 Billion
Q1 2025 Apr 23, 2025	BUY	$53.91 - $63.03 $2.32 Million - $2.71 Million	42,961 Added 97.85%	86,866 $4.77 Million
Q4 2024 Jan 28, 2025	SELL	$57.47 - $62.82 $241,776 - $264,283	-4,207 Reduced 8.74%	43,905 $2.59 Billion
Q1 2022 May 19, 2022	SELL	$45.04 - $50.31 $315,144 - $352,019	-6,997 Reduced 12.7%	48,112 $2.29 Million
Q1 2022 May 16, 2022	BUY	$45.04 - $50.31 $185,204 - $206,874	4,112 Added 8.06%	55,109 $2.46 Million
Q4 2021 Feb 14, 2022	SELL	$45.6 - $51.52 $67,944 - $76,764	-1,490 Reduced 2.84%	50,997 $2.51 Million
Q3 2021 Nov 15, 2021	SELL	$45.18 - $48.46 $71,248 - $76,421	-1,577 Reduced 2.92%	52,487 $2.4 Million
Q2 2021 Aug 12, 2021	SELL	$44.14 - $47.47 $46,126 - $49,606	-1,045 Reduced 1.9%	54,064 $2.56 Million
Q1 2021 May 14, 2021	SELL	$39.83 - $45.14 $199,150 - $225,700	-5,000 Reduced 8.32%	55,109 $2.46 Million
Q4 2020 Jan 28, 2021	SELL	$33.83 - $40.86 $125,915 - $152,080	-3,722 Reduced 5.83%	60,109 $2.43 Million
Q3 2020 Nov 12, 2020	BUY	$32.21 - $37.03 $2.06 Million - $2.36 Million	63,831 New	63,831 $2.18 Million
Q2 2020 Aug 11, 2020	SELL	$24.69 - $33.41 $1.66 Million - $2.25 Million	-67,241 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$22.4 - $33.96 $1.51 Million - $2.28 Million	67,241 New	67,241 $1.73 Million

Others Institutions Holding FV

# of Institutions

346

Shares Held

44.9M

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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

Golden State Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History