Institutional shares held 42.4 Million
4.6K calls
0 puts
Total value of holdings $2.65B
$288K calls
$0 puts
# of Institutions 331


Latest Institutional Activity in FV

Top Purchases

Q4 2024
Org Partners LLC Shares Held: 186K ($11.6M)
Q4 2024
G&S Capital LLC Shares Held: 45.1K ($2.81M)
Q4 2024
Global Retirement Partners, LLC Shares Held: 55.7K ($3.47M)
Q4 2024
Petix & Botte CO Shares Held: 20.7K ($1.29M)
Q4 2024
Dale Q Rice Investment Management LTD Shares Held: 9.66K ($602K)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 15.9K ($990K)
Q4 2024
Minich Mac Gregor Wealth Management, LLC Shares Held: 225K ($14M)
Q4 2024
Madrona Financial Services, LLC Shares Held: 490K ($30.5M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 3.47K ($216K)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 3.62K ($225K)

About FV

Track Institutional and Insider Activities on FV

Follow FIRST TRUST DORSEY WRIGHT FOCU and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FV shares.

Notify only if

Insider Trading

Get notified when an First Trust Dorsey Wright Focu insider buys or sells FV shares.

Notify only if

News

Receive news related to FIRST TRUST DORSEY WRIGHT FOCU

Track Activities on FV