Proactive Wealth Strategies LLC First Trust Dorsey Wright Focu Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 312,926 shares of FV stock, worth $19 Million. This represents 9.03% of its overall portfolio holdings.

Number of Shares
312,926
Previous 314,250 0.42%
Holding current value
$19 Million
Previous $18.6 Million 4.05%
% of portfolio
9.03%
Previous 8.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$59.23 - $62.14 $78,420 - $82,273
-1,324 Reduced 0.42%
312,926 $19.4 Million
Q2 2025

Aug 13, 2025
BUY
$48.43 - $59.26 $225,441 - $275,855
4,655 Added 1.5%
314,250 $18.6 Million
Q1 2025

Apr 23, 2025
BUY
$53.91 - $63.03 $617,485 - $721,945
11,454 Added 3.84%
309,595 $17 Million
Q4 2024

Jan 31, 2025
BUY
$57.47 - $62.82 $408,726 - $446,775
7,112 Added 2.44%
298,141 $17.6 Million
Q3 2024

Nov 04, 2024
BUY
$51.35 - $59.82 $14.9 Million - $17.4 Million
291,029 New
291,029 $17 Million

Others Institutions Holding FV

# of Institutions
350
Shares Held
42.8M
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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