Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History

Sar Wealth Management Group, LLC

$175 Billion
Q3 2025

A detailed history of Sar Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 464,364 shares of FV stock, worth $28.7 Million. This represents 16.4% of its overall portfolio holdings.

Number of Shares

464,364

Previous 460,591 0.82%

Holding current value

$28.7 Million

Previous $27.3 Billion 5.34%

% of portfolio

16.4%

Previous 16.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$59.23 - $62.14 $223,474 - $234,454	3,773 Added 0.82%	464,364 $28.8 Billion
Q2 2025 Jul 08, 2025	BUY	$48.43 - $59.26 $242,682 - $296,951	5,011 Added 1.1%	460,591 $27.3 Billion
Q1 2025 Apr 11, 2025	BUY	$53.91 - $63.03 $325,077 - $380,070	6,030 Added 1.34%	455,580 $25 Billion
Q4 2024 Jan 15, 2025	SELL	$57.47 - $62.82 $273,327 - $298,771	-4,756 Reduced 1.05%	449,550 $26.6 Billion
Q3 2024 Oct 17, 2024	BUY	$51.35 - $59.82 $37,126 - $43,249	723 Added 0.16%	454,306 $26.5 Billion
Q2 2024 Jul 15, 2024	SELL	$52.41 - $57.79 $2.89 Million - $3.19 Million	-55,208 Reduced 10.85%	453,583 $26 Billion
Q1 2024 Apr 15, 2024	SELL	$49.64 - $57.23 $259,716 - $299,427	-5,232 Reduced 1.02%	508,791 $29.1 Billion
Q4 2023 Feb 12, 2024	BUY	$41.2 - $52.34 $21.2 Million - $26.9 Million	514,023 New	514,023 $26.5 Billion

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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Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History