ATWOOD & PALMER INC FV Holdings History
ATWOOD & PALMER INC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-06-30, ATWOOD & PALMER INC held 94,269.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $5.59 Mil. This investment constitutes 0.35% of their stock portfolio, and ATWOOD & PALMER INC now holds 0.15% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2020Q2. And since then ATWOOD & PALMER INC has made 10 purchases of FV, at an average price of $36.66, for a total of 357,190.00 shares. In addition, there have been 11 sales at an average price of $54.70 for 262,921.00 shares. Based on historical transaction data and FV's current price of $59.47, ATWOOD & PALMER INC's estimated gain on his FV holdings is $6.90 Mil, reflecting a 52.66% gain to date.
ATWOOD & PALMER INC FV ($59.47) Holding Chart
ATWOOD & PALMER INC FV ($59.47) 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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