Kowal Investment Group, LLC First Trust Dorsey Wright Focu Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,571 shares of FV stock, worth $274,991. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,571
Previous 4,569 0.04%
Holding current value
$274,991
Previous $261,000 1.92%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$51.35 - $59.82 $102 - $119
2 Added 0.04%
4,571 $266,000
Q2 2024

Aug 13, 2024
BUY
$52.41 - $57.79 $52 - $57
1 Added 0.02%
4,569 $261,000
Q4 2023

Jan 22, 2024
BUY
$41.2 - $52.34 $206 - $261
5 Added 0.11%
4,568 $235,000
Q3 2023

Oct 25, 2023
BUY
$43.3 - $48.81 $43 - $48
1 Added 0.02%
4,563 $202,000
Q2 2023

Jul 18, 2023
BUY
$43.02 - $46.91 $172 - $187
4 Added 0.09%
4,562 $214,000
Q1 2023

Apr 21, 2023
BUY
$42.68 - $48.77 $640 - $731
15 Added 0.33%
4,558 $205,000
Q4 2022

Jan 25, 2023
BUY
$42.79 - $49.32 $194,394 - $224,060
4,543 New
4,543 $0
Q2 2022

Aug 15, 2022
SELL
$40.98 - $50.4 $183,836 - $226,094
-4,486 Closed
0 $0
Q1 2022

Apr 15, 2022
BUY
$45.04 - $50.31 $360 - $402
8 Added 0.18%
4,486 $214,000
Q4 2021

Feb 11, 2022
BUY
$45.6 - $51.52 $136 - $154
3 Added 0.07%
4,478 $220,000
Q3 2021

Nov 12, 2021
BUY
$45.18 - $48.46 $90 - $96
2 Added 0.04%
4,475 $205,000
Q1 2021

May 12, 2021
SELL
$39.83 - $45.14 $18,202 - $20,628
-457 Reduced 9.27%
4,473 $200,000
Q4 2020

Feb 19, 2021
BUY
$33.83 - $40.86 $166,781 - $201,439
4,930 New
4,930 $208,000

Others Institutions Holding FV

# of Institutions
325
Shares Held
42.2M
Call Options Held
4.6K
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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email