Axxcess Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,837 shares of FV stock, worth $1.69 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,837

Previous 17,045 63.31%

Holding current value

$1.69 Million

Previous $935,000 76.36%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$48.43 - $59.26 $522,656 - $639,533	10,792 Added 63.31%	27,837 $1.65 Million
Q1 2025 Apr 30, 2025	BUY	$53.91 - $63.03 $608,158 - $711,041	11,281 Added 195.71%	17,045 $935,000
Q4 2024 Feb 10, 2025	SELL	$57.47 - $62.82 $86,262 - $94,292	-1,501 Reduced 20.66%	5,764 $340,000
Q3 2024 Nov 04, 2024	SELL	$51.35 - $59.82 $8,216 - $9,571	-160 Reduced 2.15%	7,265 $423,000
Q1 2024 May 14, 2024	SELL	$49.64 - $57.23 $27,302 - $31,476	-550 Reduced 6.9%	7,425 $424,000
Q4 2023 Feb 06, 2024	SELL	$41.2 - $52.34 $77,868 - $98,922	-1,890 Reduced 19.16%	7,975 $411,000
Q3 2023 Nov 14, 2023	BUY	$43.3 - $48.81 $427,154 - $481,510	9,865 New	9,865 $437,000

Others Institutions Holding FV

# of Institutions

346

Shares Held

43.7M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Axxcess Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History