Captrust Financial Advisors First Trust Dorsey Wright Focu Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Captrust Financial Advisors holds 6,074 shares of FV stock, worth $366,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,074
Previous 4,358 39.38%
Holding current value
$366,808
Previous $257,000 29.57%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$53.91 - $63.03 $92,509 - $108,159
1,716 Added 39.38%
6,074 $333,000
Q4 2024

Feb 14, 2025
SELL
$57.47 - $62.82 $22,700 - $24,813
-395 Reduced 8.31%
4,358 $257,000
Q3 2024

Nov 14, 2024
SELL
$51.35 - $59.82 $34,661 - $40,378
-675 Reduced 12.44%
4,753 $276,000
Q2 2024

Aug 14, 2024
BUY
$52.41 - $57.79 $284,481 - $313,684
5,428 New
5,428 $310,000
Q2 2022

Aug 16, 2022
SELL
$40.98 - $50.4 $64,051 - $78,775
-1,563 Reduced 47.38%
1,736 $72,000
Q3 2021

Nov 16, 2021
SELL
$45.18 - $48.46 $14,367 - $15,410
-318 Reduced 8.79%
3,299 $151,000
Q2 2021

Aug 16, 2021
SELL
$44.14 - $47.47 $61,796 - $66,458
-1,400 Reduced 27.91%
3,617 $171,000
Q1 2021

May 17, 2021
BUY
$39.83 - $45.14 $123,154 - $139,572
3,092 Added 160.62%
5,017 $224,000
Q2 2020

Aug 14, 2020
BUY
$24.69 - $33.41 $47,528 - $64,314
1,925 New
1,925 $62,000
Q4 2019

Feb 14, 2020
SELL
$28.8 - $31.69 $53,625 - $59,006
-1,862 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$29.51 - $30.36 $10,682 - $10,990
362 Added 24.13%
1,862 $55,000
Q1 2019

May 15, 2019
SELL
N/A
-247 Reduced 14.14%
1,500 $45,000
Q3 2018

Nov 15, 2018
SELL
N/A
-763 Reduced 30.4%
1,747 $54,000
Q2 2018

Aug 13, 2018
BUY
N/A
1,010 Added 67.33%
2,510 $74,000
Q2 2017

Nov 13, 2017
BUY
N/A
1,500
1,500 $37,000

Others Institutions Holding FV

# of Institutions
354
Shares Held
44.2M
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
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