Concentrum Wealth Management FV Holdings History
Concentrum Wealth Management's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 163,364.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $8.96 Mil. This investment constitutes 3.32% of their stock portfolio, and Concentrum Wealth Management now holds 0.26% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2020Q2. And since then Concentrum Wealth Management has made 17 purchases of FV, at an average price of $41.87, for a total of 197,474.00 shares. In addition, there have been 3 sales at an average price of $46.20 for 34,110.00 shares. Based on historical transaction data and FV's current price of $60.36, Concentrum Wealth Management's estimated gain on his FV holdings is $3.17 Mil, reflecting a 38.30% gain to date.
Concentrum Wealth Management FV ($60.36) Holding Chart
Concentrum Wealth Management FV ($60.36) 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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