Steward Partners Investment Advisory, LLC First Trust Dorsey Wright Focu Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 255,951 shares of FV stock, worth $15.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
255,951
Previous 257,577 0.63%
Holding current value
$15.8 Million
Previous $14.1 Million 7.34%
% of portfolio
0.12%
Previous 0.13%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$48.43 - $59.26 $78,747 - $96,356
-1,626 Reduced 0.63%
255,951 $15.2 Million
Q1 2025

May 13, 2025
BUY
$53.91 - $63.03 $112,402 - $131,417
2,085 Added 0.82%
257,577 $14.1 Million
Q4 2024

Feb 06, 2025
SELL
$57.47 - $62.82 $25,229 - $27,577
-439 Reduced 0.17%
255,492 $15.1 Million
Q3 2024

Nov 14, 2024
BUY
$51.35 - $59.82 $969,128 - $1.13 Million
18,873 Added 7.96%
255,931 $14.9 Million
Q2 2024

Aug 08, 2024
SELL
$52.41 - $57.79 $45,177 - $49,814
-862 Reduced 0.36%
237,058 $13.6 Million
Q1 2024

May 15, 2024
BUY
$49.64 - $57.23 $2.49 Million - $2.87 Million
50,079 Added 26.66%
237,920 $13.6 Million
Q4 2023

Feb 12, 2024
SELL
$41.2 - $52.34 $493,988 - $627,556
-11,990 Reduced 6.0%
187,841 $9.68 Million
Q3 2023

Nov 13, 2023
SELL
$43.3 - $48.81 $350,773 - $395,409
-8,101 Reduced 3.9%
199,831 $8.85 Million
Q2 2023

Aug 14, 2023
SELL
$43.02 - $46.91 $956,377 - $1.04 Million
-22,231 Reduced 9.66%
207,932 $9.75 Million
Q1 2023

May 15, 2023
BUY
$42.68 - $48.77 $92,487 - $105,684
2,167 Added 0.95%
230,163 $10.4 Million
Q4 2022

Feb 15, 2023
BUY
$42.79 - $49.32 $83,440 - $96,174
1,950 Added 0.86%
227,996 $10.6 Million
Q3 2022

Nov 10, 2022
SELL
$39.93 - $48.37 $299,874 - $363,258
-7,510 Reduced 3.22%
226,046 $9.28 Million
Q2 2022

Aug 04, 2022
BUY
$40.98 - $50.4 $54,093 - $66,528
1,320 Added 0.57%
233,556 $9.67 Million
Q1 2022

May 02, 2022
SELL
$45.04 - $50.31 $2.05 Million - $2.29 Million
-45,424 Reduced 16.36%
232,236 $11.1 Million
Q4 2021

Feb 08, 2022
BUY
$45.6 - $51.52 $3.83 Million - $4.32 Million
83,910 Added 43.31%
277,660 $13.7 Million
Q3 2021

Nov 12, 2021
BUY
$45.18 - $48.46 $298,142 - $319,787
6,599 Added 3.53%
193,750 $8.87 Million
Q2 2021

Aug 13, 2021
BUY
$44.14 - $47.47 $1.99 Million - $2.14 Million
45,120 Added 31.77%
187,151 $8.87 Million
Q1 2021

May 14, 2021
BUY
$39.83 - $45.14 $1.35 Million - $1.53 Million
33,999 Added 31.47%
142,031 $0
Q4 2020

Feb 11, 2021
SELL
$33.83 - $40.86 $170,300 - $205,689
-5,034 Reduced 4.45%
108,032 $4.37 Million
Q3 2020

Oct 30, 2020
SELL
$32.21 - $37.03 $5,346 - $6,146
-166 Reduced 0.15%
113,066 $3.86 Million
Q2 2020

Aug 06, 2020
BUY
$24.69 - $33.41 $326,895 - $442,348
13,240 Added 13.24%
113,232 $3.64 Million
Q1 2020

Apr 29, 2020
BUY
$22.4 - $33.96 $21,907 - $33,212
978 Added 0.99%
99,992 $2.57 Million
Q4 2019

Jan 17, 2020
BUY
$28.8 - $31.69 $265,363 - $291,991
9,214 Added 10.26%
99,014 $3.12 Million
Q3 2019

Oct 30, 2019
BUY
$29.51 - $30.36 $144,303 - $148,460
4,890 Added 5.76%
89,800 $2.66 Million
Q2 2019

Jul 25, 2019
BUY
N/A
9,413 Added 12.47%
84,910 $2.58 Million
Q1 2019

Apr 30, 2019
BUY
N/A
826 Added 1.11%
75,497 $2.27 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-6,238 Reduced 7.71%
74,671 $1.89 Million
Q3 2018

Oct 23, 2018
SELL
N/A
-2,928 Reduced 3.49%
80,909 $2.5 Million
Q2 2018

Jul 20, 2018
SELL
N/A
-3,909 Reduced 4.45%
83,837 $2.47 Million
Q1 2018

Apr 20, 2018
BUY
N/A
24,732 Added 39.25%
87,746 $2.52 Million
Q4 2017

Jan 19, 2018
BUY
N/A
18,801 Added 42.52%
63,014 $1.74 Million
Q3 2017

Nov 22, 2017
BUY
N/A
32,656 Added 282.56%
44,213 $1.16 Million
Q2 2017

Nov 22, 2017
BUY
N/A
11,557
11,557 $286,000

Others Institutions Holding FV

# of Institutions
346
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
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More about FV
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