AFFINITY WEALTH MANAGEMENT LLC FV Holdings History
AFFINITY WEALTH MANAGEMENT LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-06-30, AFFINITY WEALTH MANAGEMENT LLC held 123,462.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $7.32 Mil. This investment constitutes 1.17% of their stock portfolio, and AFFINITY WEALTH MANAGEMENT LLC now holds 0.2% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2020Q3. And since then AFFINITY WEALTH MANAGEMENT LLC has made 5 purchases of FV, at an average price of $45.85, for a total of 190,325.00 shares. In addition, there have been 13 sales at an average price of $48.80 for 66,863.00 shares. Based on historical transaction data and FV's current price of $61.02, AFFINITY WEALTH MANAGEMENT LLC's estimated gain on his FV holdings is $2.07 Mil, reflecting a 23.72% gain to date.
AFFINITY WEALTH MANAGEMENT LLC FV ($61.02) Holding Chart
AFFINITY WEALTH MANAGEMENT LLC FV ($61.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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