A detailed history of Cassaday & CO Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,648 shares of FV stock, worth $204,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,648
Holding current value
$204,251
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$52.41 - $57.79 $191,191 - $210,817
3,648 New
3,648 $208,000
Q4 2022

Feb 07, 2023

BUY
$42.79 - $49.32 $213,950 - $246,600
5,000 New
5,000 $0

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management LLC 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.