Kingsview Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 8,710 shares of FV stock, worth $544,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,710

Previous 10,194 14.56%

Holding current value

$544,636

Previous $594,000 13.47%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$57.47 - $62.82 $85,285 - $93,224	-1,484 Reduced 14.56%	8,710 $514,000
Q3 2024 Nov 12, 2024	BUY	$51.35 - $59.82 $135,923 - $158,343	2,647 Added 35.07%	10,194 $594,000
Q2 2024 Aug 14, 2024	BUY	$52.41 - $57.79 $66,141 - $72,930	1,262 Added 20.08%	7,547 $432,000
Q1 2024 May 09, 2024	SELL	$49.64 - $57.23 $66,914 - $77,146	-1,348 Reduced 17.66%	6,285 $359,000
Q4 2023 Feb 08, 2024	SELL	$41.2 - $52.34 $440,098 - $559,095	-10,682 Reduced 58.32%	7,633 $393,000
Q3 2023 Nov 07, 2023	BUY	$43.3 - $48.81 $793,039 - $893,955	18,315 New	18,315 $811,000
Q4 2021 Feb 17, 2022	SELL	$45.6 - $51.52 $789,518 - $892,017	-17,314 Closed	0 $0
Q3 2021 Dec 03, 2021	BUY	$45.18 - $48.46 $782,246 - $839,036	17,314 New	17,314 $793,000

Others Institutions Holding FV

# of Institutions

348

Shares Held

46.2M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Kingsview Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History