Wmg Financial Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,315 shares of FV stock, worth $332,346. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,315
Previous 5,432 2.15%
Holding current value
$332,346
Previous $316,000 0.95%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Feb 06, 2025
SELL
$57.47 - $62.82 $6,723 - $7,349
-117 Reduced 2.15%
5,315 $313,000
Q2 2023

Aug 03, 2023
BUY
$43.02 - $46.91 $989 - $1,078
23 Added 0.43%
5,432 $254,000
Q1 2023

Apr 18, 2023
SELL
$42.68 - $48.77 $4,609 - $5,267
-108 Reduced 1.96%
5,409 $243,000
Q4 2022

Feb 10, 2023
SELL
$42.79 - $49.32 $4,279 - $4,932
-100 Reduced 1.78%
5,517 $256,000
Q3 2022

Oct 18, 2022
BUY
$39.93 - $48.37 $4,591 - $5,562
115 Added 2.09%
5,617 $232,000
Q4 2021

Feb 14, 2022
BUY
$45.6 - $51.52 $250,891 - $283,463
5,502 New
5,502 $270,000

Others Institutions Holding FV

# of Institutions
348
Shares Held
46.2M
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 Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email