Avantax Advisory Services, Inc. First Trust Dorsey Wright Focu Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,683 shares of FV stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,683

Previous 8,758 136.16%

Holding current value

$1.29 Million

Previous $510,000 139.41%

% of portfolio

0.01%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$57.47 - $62.82 $685,329 - $749,128	11,925 Added 136.16%	20,683 $1.22 Million
Q3 2024 Nov 13, 2024	SELL	$51.35 - $59.82 $5,135 - $5,982	-100 Reduced 1.13%	8,758 $510,000
Q2 2024 Aug 09, 2024	BUY	$52.41 - $57.79 $6,865 - $7,570	131 Added 1.5%	8,858 $507,000
Q1 2024 May 08, 2024	SELL	$49.64 - $57.23 $694 - $801	-14 Reduced 0.16%	8,727 $499,000
Q4 2023 Feb 07, 2024	SELL	$41.2 - $52.34 $141,398 - $179,630	-3,432 Reduced 28.19%	8,741 $450,000
Q3 2023 Nov 07, 2023	SELL	$43.3 - $48.81 $1.38 Million - $1.55 Million	-31,801 Reduced 72.32%	12,173 $539,000
Q2 2023 Aug 11, 2023	SELL	$43.02 - $46.91 $960,292 - $1.05 Million	-22,322 Reduced 33.67%	43,974 $2.06 Million
Q1 2023 Apr 28, 2023	BUY	$42.68 - $48.77 $292,571 - $334,318	6,855 Added 11.53%	66,296 $2.99 Million
Q4 2022 Feb 13, 2023	BUY	$42.79 - $49.32 $931,837 - $1.07 Million	21,777 Added 57.82%	59,441 $2.77 Million
Q3 2022 Nov 01, 2022	BUY	$39.93 - $48.37 $1.21 Million - $1.46 Million	30,274 Added 409.66%	37,664 $1.55 Million
Q2 2022 Aug 02, 2022	BUY	$40.98 - $50.4 $2,622 - $3,225	64 Added 0.87%	7,390 $306,000
Q1 2022 Apr 27, 2022	BUY	$45.04 - $50.31 $12,701 - $14,187	282 Added 4.0%	7,326 $348,000
Q4 2021 Jan 24, 2022	SELL	$45.6 - $51.52 $36,434 - $41,164	-799 Reduced 10.19%	7,044 $346,000
Q3 2021 Oct 21, 2021	BUY	$45.18 - $48.46 $31,083 - $33,340	688 Added 9.62%	7,843 $360,000
Q2 2021 Jul 29, 2021	BUY	$44.14 - $47.47 $7,283 - $7,832	165 Added 2.36%	7,155 $339,000
Q1 2021 May 13, 2021	BUY	$39.83 - $45.14 $39 - $45	1 Added 0.01%	6,990 $313,000
Q4 2020 Jan 22, 2021	SELL	$33.83 - $40.86 $82,240 - $99,330	-2,431 Reduced 25.81%	6,989 $283,000
Q3 2020 Oct 14, 2020	BUY	$32.21 - $37.03 $41,937 - $48,213	1,302 Added 16.04%	9,420 $321,000
Q2 2020 Aug 06, 2020	SELL	$24.69 - $33.41 $33,603 - $45,471	-1,361 Reduced 14.36%	8,118 $261,000
Q1 2020 Apr 30, 2020	SELL	$22.4 - $33.96 $4,569 - $6,927	-204 Reduced 2.11%	9,479 $244,000
Q4 2019 Feb 14, 2020	BUY	$28.8 - $31.69 $278,870 - $306,854	9,683 New	9,683 $306,000

Others Institutions Holding FV

# of Institutions

348

Shares Held

46.2M

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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. First Trust Dorsey Wright Focu Transaction History