A detailed history of Simplicity Wealth,Llc transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,649 shares of FV stock, worth $467,812. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,649
Previous 7,458 2.56%
Holding current value
$467,812
Previous $427,000 4.22%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Oct 09, 2024

BUY
$51.35 - $59.82 $9,807 - $11,425
191 Added 2.56%
7,649 $445,000
Q2 2024

Jul 10, 2024

SELL
$52.41 - $57.79 $49,475 - $54,553
-944 Reduced 11.24%
7,458 $427,000
Q1 2024

Apr 24, 2024

BUY
$49.64 - $57.23 $417,075 - $480,846
8,402 New
8,402 $480,000

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
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