Accel Wealth Management First Trust Dorsey Wright Focu Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Accel Wealth Management holds 36,891 shares of FV stock, worth $2.12 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

36,891

Previous 36,654 0.65%

Holding current value

$2.12 Million

Previous $2.16 Million 6.65%

% of portfolio

0.75%

Previous 0.84%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$53.91 - $63.03 $12,776 - $14,938	237 Added 0.65%	36,891 $2.02 Million
Q4 2024 Jan 21, 2025	BUY	$57.47 - $62.82 $6,436 - $7,035	112 Added 0.31%	36,654 $2.16 Million
Q3 2024 Oct 15, 2024	SELL	$51.35 - $59.82 $57,049 - $66,460	-1,111 Reduced 2.95%	36,542 $2.13 Million
Q2 2024 Jul 12, 2024	SELL	$52.41 - $57.79 $39,674 - $43,747	-757 Reduced 1.97%	37,653 $2.16 Million
Q1 2024 Apr 19, 2024	BUY	$49.64 - $57.23 $54,752 - $63,124	1,103 Added 2.96%	38,410 $2.2 Million
Q4 2023 Jan 18, 2024	BUY	$41.2 - $52.34 $22,618 - $28,734	549 Added 1.49%	37,307 $1.92 Million
Q3 2023 Oct 19, 2023	BUY	$43.3 - $48.81 $35,462 - $39,975	819 Added 2.28%	36,758 $1.63 Million
Q2 2023 Jul 24, 2023	BUY	$43.02 - $46.91 $142,912 - $155,835	3,322 Added 10.18%	35,939 $1.69 Million
Q1 2023 Apr 20, 2023	SELL	$42.68 - $48.77 $54,118 - $61,840	-1,268 Reduced 3.74%	32,617 $1.47 Million
Q4 2022 Jan 26, 2023	BUY	$42.79 - $49.32 $1,711 - $1,972	40 Added 0.12%	33,885 $0
Q3 2022 Oct 12, 2022	SELL	$39.93 - $48.37 $31,065 - $37,631	-778 Reduced 2.25%	33,845 $1.5 Million
Q2 2022 Aug 03, 2022	BUY	$40.98 - $50.4 $12,457 - $15,321	304 Added 0.89%	34,623 $1.42 Million
Q1 2022 Apr 29, 2022	BUY	$45.04 - $50.31 $14,638 - $16,350	325 Added 0.96%	34,319 $1.65 Million
Q4 2021 Jan 18, 2022	SELL	$45.6 - $51.52 $6,748 - $7,624	-148 Reduced 0.43%	33,994 $1.67 Million
Q3 2021 Nov 04, 2021	SELL	$45.18 - $48.46 $6,370 - $6,832	-141 Reduced 0.41%	34,142 $1.56 Million
Q2 2021 Aug 03, 2021	BUY	$44.14 - $47.47 $2,471 - $2,658	56 Added 0.16%	34,283 $1.62 Million
Q1 2021 May 10, 2021	SELL	$39.83 - $45.14 $40,108 - $45,455	-1,007 Reduced 2.86%	34,227 $1.53 Million
Q4 2020 Jan 27, 2021	BUY	$33.83 - $40.86 $1.19 Million - $1.44 Million	35,234 New	35,234 $1.43 Million

Others Institutions Holding FV

# of Institutions

346

Shares Held

45M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Accel Wealth Management First Trust Dorsey Wright Focu Transaction History