Global Retirement Partners, LLC First Trust Dorsey Wright Focu Transaction History

Global Retirement Partners, LLC

$3.86 Billion
Q2 2025

A detailed history of Global Retirement Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Global Retirement Partners, LLC holds 58,884 shares of FV stock, worth $3.56 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

58,884

Previous 55,742 5.64%

Holding current value

$3.56 Million

Previous $3.29 Million 5.98%

% of portfolio

0.09%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$48.43 - $59.26 $152,167 - $186,194	3,142 Added 5.64%	58,884 $3.49 Million
Q4 2024 Jan 31, 2025	BUY	$57.47 - $62.82 $2.31 Million - $2.53 Million	40,212 Added 258.93%	55,742 $3.29 Million
Q3 2024 Oct 16, 2024	BUY	$51.35 - $59.82 $136,796 - $159,360	2,664 Added 20.71%	15,530 $904,000
Q2 2024 Jul 23, 2024	BUY	$52.41 - $57.79 $45,387 - $50,046	866 Added 7.22%	12,866 $736,000
Q1 2024 Apr 23, 2024	BUY	$49.64 - $57.23 $58,724 - $67,703	1,183 Added 10.94%	12,000 $686,000
Q4 2023 Jan 18, 2024	BUY	$41.2 - $52.34 $7,910 - $10,049	192 Added 1.81%	10,817 $557,000
Q3 2023 Oct 13, 2023	SELL	$43.3 - $48.81 $312,366 - $352,115	-7,214 Reduced 40.44%	10,625 $470,000
Q2 2023 Jul 20, 2023	BUY	$43.02 - $46.91 $28,952 - $31,570	673 Added 3.92%	17,839 $836,000
Q1 2023 May 05, 2023	BUY	$42.68 - $48.77 $469,351 - $536,323	10,997 Added 178.26%	17,166 $773,000
Q4 2022 Feb 13, 2023	BUY	$42.79 - $49.32 $137,398 - $158,366	3,211 Added 108.55%	6,169 $287,000
Q4 2022 Feb 13, 2023	BUY	$42.79 - $49.32 $137,398 - $158,366	3,211 Added 108.55%	6,169 $287,000
Q3 2022 Nov 03, 2022	BUY	$39.93 - $48.37 $52,587 - $63,703	1,317 Added 80.26%	2,958 $140,000
Q2 2022 Jul 15, 2022	BUY	$40.98 - $50.4 $4,425 - $5,443	108 Added 7.05%	1,641 $68,000
Q1 2022 Jul 14, 2022	BUY	$45.04 - $50.31 $69,046 - $77,125	1,533 New	1,533 $71,000
Q4 2021 Jan 21, 2022	SELL	$45.6 - $51.52 $54,218 - $61,257	-1,189 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$33.83 - $40.86 $22,598 - $27,294	668 Added 128.21%	1,189 $48,000
Q3 2019 Nov 19, 2019	SELL	$29.51 - $30.36 $17,115 - $17,608	-580 Reduced 52.68%	521 $15,000
Q2 2019 Nov 19, 2019	SELL	N/A	-279 Reduced 20.22%	1,101 $33,000
Q1 2018 Aug 10, 2018	BUY	N/A	295 Added 27.19%	1,380 $40,000
Q3 2017 Aug 10, 2018	SELL	N/A	-1,486 Reduced 57.8%	1,085 $28,000
Q1 2017 Aug 10, 2018	SELL	N/A	-1,813 Reduced 41.35%	2,571 $62,000
Q4 2016 Aug 10, 2018	BUY	N/A	4,384	4,384 $101,000

Others Institutions Holding FV

# of Institutions

344

Shares Held

43.7M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

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Global Retirement Partners, LLC First Trust Dorsey Wright Focu Transaction History