A detailed history of Wealth Shield Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 2,161 shares of FV stock, worth $127,477. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,161
Previous 2,161 -0.0%
Holding current value
$127,477
Previous $123,000 1.63%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$52.41 - $57.79 $52 - $57
1 Added 0.05%
2,161 $123,000
Q1 2024

Apr 29, 2024

BUY
$49.64 - $57.23 $99 - $114
2 Added 0.09%
2,160 $123,000
Q2 2023

Aug 03, 2023

BUY
$43.02 - $46.91 $43 - $46
1 Added 0.05%
2,158 $101,000
Q1 2023

May 08, 2023

BUY
$42.68 - $48.77 $92,060 - $105,196
2,157 New
2,157 $97,000
Q3 2021

Nov 12, 2021

SELL
$45.18 - $48.46 $145,660 - $156,235
-3,224 Closed
0 $0
Q2 2021

Aug 06, 2021

SELL
$44.14 - $47.47 $750 - $806
-17 Reduced 0.52%
3,224 $153,000
Q1 2021

May 17, 2021

BUY
$39.83 - $45.14 $129,089 - $146,298
3,241 New
3,241 $145,000
Q4 2020

Feb 16, 2021

SELL
$33.83 - $40.86 $119,318 - $144,113
-3,527 Closed
0 $0
Q3 2020

Oct 30, 2020

SELL
$32.21 - $37.03 $289 - $333
-9 Reduced 0.25%
3,527 $120,000
Q2 2020

Aug 13, 2020

SELL
$24.69 - $33.41 $52,960 - $71,664
-2,145 Reduced 37.76%
3,536 $114,000
Q1 2020

May 12, 2020

SELL
$22.4 - $33.96 $78,892 - $119,607
-3,522 Reduced 38.27%
5,681 $146,000
Q4 2019

Feb 13, 2020

SELL
$28.8 - $31.69 $43,286 - $47,630
-1,503 Reduced 14.04%
9,203 $290,000
Q3 2019

Nov 13, 2019

BUY
$29.51 - $30.36 $17,145 - $17,639
581 Added 5.74%
10,706 $317,000
Q2 2019

Aug 12, 2019

SELL
N/A
-6,306 Reduced 38.38%
10,125 $308,000
Q1 2019

May 14, 2019

SELL
N/A
-2,440 Reduced 12.93%
16,431 $494,000
Q4 2018

Feb 14, 2019

BUY
N/A
7,845 Added 71.15%
18,871 $476,000
Q3 2018

Nov 05, 2018

BUY
N/A
3,408 Added 44.74%
11,026 $341,000
Q2 2018

Aug 02, 2018

BUY
N/A
1,170 Added 18.15%
7,618 $224,000
Q1 2018

May 11, 2018

SELL
N/A
-47,616 Reduced 88.07%
6,448 $185,000
Q4 2017

Apr 18, 2018

BUY
N/A
54,064
54,064 $1.51 Million

Others Institutions Holding FV

About FIRST TRUST DORSEY WRIGHT FOCU


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

Track Wealth Shield Partners, LLC Portfolio

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

News

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