Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$42.68 - $48.77 $128 - $146
3 New
3 $135,000
Q4 2018

Feb 20, 2019

SELL
N/A
-8,344 Closed
0 $0
Q3 2018

Nov 21, 2018

SELL
N/A
-2,289 Reduced 21.53%
8,344 $216,000
Q2 2018

Aug 16, 2018

SELL
N/A
-141 Reduced 1.31%
10,633 $314,000
Q1 2018

May 16, 2018

BUY
N/A
10,774 New
10,774 $309,000

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.