United Capital Financial Advisers, LLC First Trust Dorsey Wright Focu Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,251 shares of FV stock, worth $197,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,251

Holding current value

$197,693

% of portfolio

0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$59.23 - $62.14 $192,556 - $202,017	3,251 New	3,251 $201,000
Q4 2022 Feb 14, 2023	SELL	$42.79 - $49.32 $114,762 - $132,276	-2,682 Reduced 12.87%	18,164 $845,000
Q3 2022 Nov 14, 2022	SELL	$39.93 - $48.37 $247,446 - $299,748	-6,197 Reduced 22.92%	20,846 $856,000
Q2 2022 Aug 11, 2022	BUY	$40.98 - $50.4 $21,227 - $26,107	518 Added 1.95%	27,043 $1.12 Million
Q1 2022 May 16, 2022	BUY	$45.04 - $50.31 $86,882 - $97,047	1,929 Added 7.84%	26,525 $1.26 Million

Q4 2021 Feb 14, 2022	BUY	$45.6 - $51.52 $434,066 - $490,418	9,519 Added 63.14%	24,596 $1.21 Million
Q3 2021 Nov 15, 2021	SELL	$45.18 - $48.46 $168,521 - $180,755	-3,730 Reduced 19.83%	15,077 $690,000
Q2 2021 Aug 13, 2021	SELL	$44.14 - $47.47 $100,197 - $107,756	-2,270 Reduced 10.77%	18,807 $891,000
Q1 2021 May 14, 2021	SELL	$39.83 - $45.14 $25,889 - $29,341	-650 Reduced 2.99%	21,077 $941,000
Q3 2020 Nov 13, 2020	SELL	$32.21 - $37.03 $38,652 - $44,436	-1,200 Reduced 5.23%	21,727 $741,000
Q2 2020 Aug 13, 2020	SELL	$24.69 - $33.41 $27,159 - $36,750	-1,100 Reduced 4.58%	22,927 $738,000
Q1 2020 May 15, 2020	BUY	$22.4 - $33.96 $68,006 - $103,102	3,036 Added 14.46%	24,027 $618,000
Q4 2019 Feb 14, 2020	BUY	$28.8 - $31.69 $16,444 - $18,094	571 Added 2.8%	20,991 $662,000
Q3 2019 Nov 14, 2019	SELL	$29.51 - $30.36 $264,734 - $272,359	-8,971 Reduced 30.52%	20,420 $604,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,700 Reduced 5.47%	29,391 $894,000
Q1 2019 May 14, 2019	BUY	N/A	2,319 Added 8.06%	31,091 $935,000
Q4 2018 Feb 14, 2019	SELL	N/A	-919 Reduced 3.1%	28,772 $727,000
Q3 2018 Nov 14, 2018	BUY	N/A	2,664 Added 9.86%	29,691 $917,000
Q2 2018 Aug 14, 2018	BUY	N/A	6,204 Added 29.79%	27,027 $796,000
Q1 2018 May 15, 2018	SELL	N/A	-26,787 Reduced 56.26%	20,823 $598,000
Q4 2017 Feb 13, 2018	SELL	N/A	-2,049 Reduced 4.13%	47,610 $1.31 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-12,601 Reduced 20.24%	49,659 $1.3 Million
Q2 2017 Aug 14, 2017	BUY	N/A	62,260	62,260 $1.55 Million

Others Institutions Holding FV

# of Institutions

350

Shares Held

42.8M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

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United Capital Financial Advisers, LLC First Trust Dorsey Wright Focu Transaction History