Summit Financial, LLC First Trust Dorsey Wright Focu Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Summit Financial, LLC holds 7,622 shares of FV stock, worth $466,161. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,622
Previous 9,922 23.18%
Holding current value
$466,161
Previous $568,000 21.83%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$51.35 - $59.82 $118,105 - $137,586
-2,300 Reduced 23.18%
7,622 $444,000
Q2 2024

Jul 31, 2024
BUY
$52.41 - $57.79 $38,102 - $42,013
727 Added 7.91%
9,922 $568,000
Q1 2024

Apr 24, 2024
BUY
$49.64 - $57.23 $13,651 - $15,738
275 Added 3.08%
9,195 $526,000
Q4 2023

Feb 05, 2024
SELL
$41.2 - $52.34 $26,944 - $34,230
-654 Reduced 6.83%
8,920 $459,000
Q3 2023

Nov 07, 2023
SELL
$43.3 - $48.81 $7,231 - $8,151
-167 Reduced 1.71%
9,574 $424,000
Q2 2023

Aug 11, 2023
BUY
$43.02 - $46.91 $419,057 - $456,950
9,741 New
9,741 $456,000

Others Institutions Holding FV

# of Institutions
325
Shares Held
42.5M
Call Options Held
4.6K
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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