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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,617 shares of FV stock, worth $226,171. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,617
Previous 12,270 70.52%
Holding current value
$226,171
Previous $715 Million 70.12%
% of portfolio
0.02%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.47 - $62.82 $497,287 - $543,581
-8,653 Reduced 70.52%
3,617 $214 Million
Q3 2024

Oct 21, 2024
BUY
$51.35 - $59.82 $630,064 - $733,991
12,270 New
12,270 $715 Million

Others Institutions Holding FV

# of Institutions
348
Shares Held
46.2M
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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