Hcr Wealth Advisors First Trust Dorsey Wright Focu Transaction History

Hcr Wealth Advisors

$940 Million
Q3 2025

A detailed history of Hcr Wealth Advisors transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Hcr Wealth Advisors holds 8,840 shares of FV stock, worth $546,400. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,840

Previous 8,840 -0.0%

Holding current value

$546,400

Previous $523,000 4.4%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$40.98 - $50.4 $57,371 - $70,560	-1,400 Reduced 13.67%	8,840 $366,000
Q1 2022 May 05, 2022	SELL	$45.04 - $50.31 $22,520 - $25,155	-500 Reduced 4.66%	10,240 $488,000
Q4 2021 Feb 04, 2022	SELL	$45.6 - $51.52 $37,620 - $42,504	-825 Reduced 7.13%	10,740 $528,000
Q3 2021 Nov 02, 2021	SELL	$45.18 - $48.46 $9,036 - $9,692	-200 Reduced 1.7%	11,565 $529,000
Q1 2021 May 13, 2021	SELL	$39.83 - $45.14 $426,778 - $483,675	-10,715 Reduced 47.66%	11,765 $525,000
Q4 2020 Feb 04, 2021	SELL	$33.83 - $40.86 $10,994 - $13,279	-325 Reduced 1.43%	22,480 $910,000
Q3 2020 Nov 05, 2020	BUY	$32.21 - $37.03 $10,468 - $12,034	325 Added 1.45%	22,805 $778,000
Q2 2020 Jul 30, 2020	SELL	$24.69 - $33.41 $14,814 - $20,045	-600 Reduced 2.6%	22,480 $725,000
Q1 2020 May 08, 2020	SELL	$22.4 - $33.96 $95,424 - $144,669	-4,260 Reduced 15.58%	23,080 $593,000
Q4 2019 Feb 07, 2020	BUY	$28.8 - $31.69 $261,360 - $287,586	9,075 Added 49.69%	27,340 $863,000
Q3 2019 Nov 07, 2019	SELL	$29.51 - $30.36 $288,607 - $296,920	-9,780 Reduced 34.87%	18,265 $540,000
Q1 2019 May 10, 2019	BUY	N/A	1,345 Added 5.04%	28,045 $843,000
Q4 2018 Jan 31, 2019	SELL	N/A	-2,000 Reduced 6.97%	26,700 $674,000
Q3 2018 Nov 09, 2018	BUY	N/A	670 Added 2.39%	28,700 $794,000
Q2 2018 Aug 14, 2018	SELL	N/A	-58 Reduced 0.21%	28,030 $826,000
Q4 2017 Feb 13, 2018	SELL	N/A	-600 Reduced 2.09%	28,088 $774,000
Q3 2017 Nov 13, 2017	SELL	N/A	-400 Reduced 1.38%	28,688 $751,000
Q2 2017 Aug 16, 2017	BUY	N/A	29,088	29,088 $722,000

Others Institutions Holding FV

# of Institutions

346

Shares Held

43.6M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Hcr Wealth Advisors First Trust Dorsey Wright Focu Transaction History