Sound View Wealth Advisors Group, LLC First Trust Dorsey Wright Focu Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 3,699 shares of FV stock, worth $212,581. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,699
Previous 6,762 45.3%
Holding current value
$212,581
Previous $399,000 49.37%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$53.91 - $63.03 $165,126 - $193,060
-3,063 Reduced 45.3%
3,699 $202,000
Q4 2024

Feb 07, 2025
BUY
$57.47 - $62.82 $176,030 - $192,417
3,063 Added 82.81%
6,762 $399,000
Q3 2024

Nov 12, 2024
BUY
$51.35 - $59.82 $189,943 - $221,274
3,699 New
3,699 $215,000

Others Institutions Holding FV

# of Institutions
346
Shares Held
45M
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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