Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Trueblood Wealth Management, LLC

$239 Billion
Q2 2025

A detailed history of Trueblood Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 22,763 shares of FV stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

22,763

Previous 20,694 10.0%

Holding current value

$1.37 Million

Previous $1.14 Billion 18.82%

% of portfolio

0.56%

Previous 0.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$48.43 - $59.26 $100,201 - $122,608	2,069 Added 10.0%	22,763 $1.35 Billion
Q1 2025 Apr 15, 2025	BUY	$53.91 - $63.03 $314,457 - $367,653	5,833 Added 39.25%	20,694 $1.14 Billion
Q4 2024 Jan 16, 2025	BUY	$57.47 - $62.82 $156,950 - $171,561	2,731 Added 22.51%	14,861 $878 Million
Q3 2024 Oct 23, 2024	BUY	$51.35 - $59.82 $56,741 - $66,101	1,105 Added 10.02%	12,130 $707 Million
Q2 2024 Aug 07, 2024	BUY	$52.41 - $57.79 $32,861 - $36,234	627 Added 6.03%	11,025 $631 Million
Q1 2024 Apr 26, 2024	SELL	$49.64 - $57.23 $16,976 - $19,572	-342 Reduced 3.18%	10,398 $595 Million
Q4 2023 Jan 18, 2024	BUY	$41.2 - $52.34 $442,488 - $562,131	10,740 New	10,740 $554 Million

Others Institutions Holding FV

# of Institutions

345

Shares Held

43.8M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Trueblood Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History