Number of Shares
106,552.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
3.1%
Total Estimate Gain
$2.37 Mil
% of Total Estimate Gain
54.88%

Bickling Financial Services, Inc.'s First Trust Dorsey Wright Focus 5 ETF Holding Summary

As of 2022-12-31, Bickling Financial Services, Inc. held 106,552.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $4.96 Mil. This investment constitutes 3.1% of their stock portfolio, and Bickling Financial Services, Inc. now holds 0.15% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.

The initial trade took place in 2020Q4. And since then Bickling Financial Services, Inc. has made 6 purchases of FV, at an average price of $38.49, for a total of 112,134.00 shares. In addition, there have been 2 sales at an average price of $46.36 for 5,582.00 shares. Based on historical transaction data and FV's current price of $60.31, Bickling Financial Services, Inc.'s estimated gain on his FV holdings is $2.37 Mil, reflecting a 54.88% gain to date.

Bickling Financial Services, Inc. FV ($60.31) Holding Chart

Bickling Financial Services, Inc. FV ($60.31) 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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