Caldwell Sutter Capital, Inc. First Trust Dorsey Wright Focu Transaction History

Caldwell Sutter Capital, Inc.

$218 Billion
Q2 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 223 shares of FV stock, worth $13,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares

223

Previous 568 60.74%

Holding current value

$13,473

Previous $31.2 Million 57.56%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$48.43 - $59.26 $16,708 - $20,444	-345 Reduced 60.74%	223 $13.2 Million
Q4 2024 Jan 17, 2025	BUY	$57.47 - $62.82 $2,068 - $2,261	36 Added 6.77%	568 $33.6 Million
Q3 2024 Oct 25, 2024	BUY	$51.35 - $59.82 $2,362 - $2,751	46 Added 9.47%	532 $31 Million
Q2 2024 Jul 22, 2024	BUY	$52.41 - $57.79 $5,555 - $6,125	106 Added 27.89%	486 $27.8 Million
Q1 2024 Apr 19, 2024	BUY	$49.64 - $57.23 $744 - $858	15 Added 4.11%	380 $21.7 Million
Q4 2023 Jan 19, 2024	BUY	$41.2 - $52.34 $5,356 - $6,804	130 Added 55.32%	365 $18.8 Million
Q2 2023 Jul 19, 2023	BUY	$43.02 - $46.91 $10,109 - $11,023	235 New	235 $11 Million

Others Institutions Holding FV

# of Institutions

351

Shares Held

44.3M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Caldwell Sutter Capital, Inc. First Trust Dorsey Wright Focu Transaction History