Wcg Wealth Advisors LLC First Trust Dorsey Wright Focu Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 16,243 shares of FV stock, worth $941,444. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,243
Previous 13,943 16.5%
Holding current value
$941,444
Previous $719,000 29.21%
% of portfolio
0.08%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$49.64 - $57.23 $114,172 - $131,629
2,300 Added 16.5%
16,243 $929,000
Q4 2023

Feb 08, 2024
SELL
$41.2 - $52.34 $1,689 - $2,145
-41 Reduced 0.29%
13,943 $719,000
Q3 2023

Nov 09, 2023
BUY
$43.3 - $48.81 $9,396 - $10,591
217 Added 1.58%
13,984 $619,000
Q2 2023

Aug 14, 2023
BUY
$43.02 - $46.91 $107,119 - $116,805
2,490 Added 22.08%
13,767 $646,000
Q1 2023

May 15, 2023
BUY
$42.68 - $48.77 $481,302 - $549,979
11,277 New
11,277 $508,000
Q3 2022

Nov 14, 2022
BUY
N/A
5 Added 0.07%
7,419 $305,000
Q2 2022

Aug 23, 2022
SELL
N/A
-3,503 Reduced 32.09%
7,414 $307,000
Q2 2022

Aug 15, 2022
BUY
N/A
10,917 New
10,917 $295,000

Others Institutions Holding FV

# of Institutions
298
Shares Held
41.6M
Call Options Held
0
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email