Wealth Shield Partners, LLC First Trust Dorsey Wright Focu Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

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 2,162 shares of FV stock, worth $118,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,162
Previous 2,161 0.05%
Holding current value
$118,434
Previous $125,000 1.6%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$57.47 - $62.82 $57 - $62
1 Added 0.05%
2,162 $127,000
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

# of Institutions
354
Shares Held
46.4M
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email