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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 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 8,727 shares of FV stock, worth $505,816. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,727
Previous 8,741 0.16%
Holding current value
$505,816
Previous $450,000 10.89%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$45.57 - $49.32 $992,377 - $1.07 Million
21,777 Added 57.82%
59,441 $2.77 Million
Q3 2022

Nov 01, 2022
BUY
N/A
30,274 Added 409.66%
37,664 $1.55 Million
Q2 2022

Aug 02, 2022
BUY
N/A
64 Added 0.87%
7,390 $306,000
Q1 2022

Apr 27, 2022
BUY
N/A
282 Added 4.0%
7,326 $348,000
Q4 2021

Jan 24, 2022
SELL
N/A
-799 Reduced 10.19%
7,044 $346,000
Q3 2021

Oct 21, 2021
BUY
N/A
688 Added 9.62%
7,843 $360,000
Q2 2021

Jul 29, 2021
BUY
N/A
165 Added 2.36%
7,155 $339,000
Q1 2021

May 13, 2021
BUY
N/A
1 Added 0.01%
6,990 $313,000
Q4 2020

Jan 22, 2021
SELL
N/A
-2,431 Reduced 25.81%
6,989 $283,000
Q3 2020

Oct 14, 2020
BUY
N/A
1,302 Added 16.04%
9,420 $321,000
Q2 2020

Aug 06, 2020
SELL
N/A
-1,361 Reduced 14.36%
8,118 $261,000
Q1 2020

Apr 30, 2020
SELL
N/A
-204 Reduced 2.11%
9,479 $244,000
Q4 2019

Feb 14, 2020
BUY
N/A
9,683 New
9,683 $306,000

Others Institutions Holding FV

# of Institutions
298
Shares Held
41.6M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email