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 $224,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,699
Previous 6,762 45.3%
Holding current value
$224,196
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
351
Shares Held
44.3M
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email