Sweet Financial Partners, LLC First Trust Dorsey Wright Focu Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,579 shares of FV stock, worth $345,061. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,579

Previous 5,579 -0.0%

Holding current value

$345,061

Previous $319,000 1.88%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$49.64 - $57.23 $49 - $57	1 Added 0.02%	5,579 $319,000
Q4 2023 Jan 12, 2024	BUY	$41.2 - $52.34 $41 - $52	1 Added 0.02%	5,578 $287,000
Q2 2023 Jul 24, 2023	SELL	$43.02 - $46.91 $44,525 - $48,551	-1,035 Reduced 15.65%	5,577 $261,000
Q4 2022 Jan 19, 2023	SELL	$42.79 - $49.32 $9,756 - $11,244	-228 Reduced 3.33%	6,612 $0
Q2 2022 Aug 03, 2022	SELL	$40.98 - $50.4 $3,278 - $4,032	-80 Reduced 1.16%	6,840 $283,000
Q1 2022 Apr 22, 2022	SELL	$45.04 - $50.31 $204,977 - $228,960	-4,551 Reduced 39.67%	6,920 $330,000
Q4 2021 Feb 07, 2022	BUY	$45.6 - $51.52 $523,077 - $590,985	11,471 New	11,471 $564,000

Others Institutions Holding FV

# of Institutions

336

Shares Held

45.5M

Call Options Held

4.6K

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Sweet Financial Partners, LLC First Trust Dorsey Wright Focu Transaction History