Atlas Private Wealth Advisors First Trust Dorsey Wright Focu Transaction History

Atlas Private Wealth Advisors

$299 Million
Q1 2024

A detailed history of Atlas Private Wealth Advisors transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 21,748 shares of FV stock, worth $1.25 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

21,748

Previous 41,136 47.13%

Holding current value

$1.25 Million

Previous $2.12 Million 41.32%

% of portfolio

0.42%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$49.64 - $57.23 $962,420 - $1.11 Million	-19,388 Reduced 47.13%	21,748 $1.24 Million
Q4 2023 Jan 10, 2024	BUY	$41.2 - $52.34 $202,786 - $257,617	4,922 Added 13.59%	41,136 $2.12 Million
Q3 2023 Oct 10, 2023	BUY	$43.3 - $48.81 $211,650 - $238,583	4,888 Added 15.6%	36,214 $1.6 Million
Q2 2023 Aug 04, 2023	BUY	$43.02 - $46.91 $763,303 - $832,324	17,743 Added 130.63%	31,326 $1.47 Million
Q1 2023 Apr 12, 2023	BUY	$42.68 - $48.77 $193,937 - $221,610	4,544 Added 50.27%	13,583 $612,000

Q4 2022 Feb 14, 2023	BUY	$45.57 - $49.32 $411,907 - $445,803	9,039 New	9,039 $420,000
Q4 2021 Apr 21, 2022	SELL	N/A	-780 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	N/A	780 New	780 $25,000

Others Institutions Holding FV

# of Institutions

297

Shares Held

41.6M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

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Atlas Private Wealth Advisors First Trust Dorsey Wright Focu Transaction History