Ep Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,800 shares of FV stock, worth $109,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,800
Previous 5,450 66.97%
Holding current value
$109,458
Previous $298,000 64.43%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$48.43 - $59.26 $176,769 - $216,299
-3,650 Reduced 66.97%
1,800 $106,000
Q1 2025

May 15, 2025
SELL
$53.91 - $63.03 $205,990 - $240,837
-3,821 Reduced 41.21%
5,450 $298,000
Q4 2024

Feb 13, 2025
BUY
$57.47 - $62.82 $532,804 - $582,404
9,271 New
9,271 $547,000

Others Institutions Holding FV

# of Institutions
349
Shares Held
42.7M
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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