HFG Advisors, Inc. FV Holdings History

Number of Shares
143,807.00
Current Holdings Value*
$7.89 Mil
% of Portfolio
6.74%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
22.34%

HFG Advisors, Inc.'s First Trust Dorsey Wright Focus 5 ETF Holding Summary

As of 2025-03-31, HFG Advisors, Inc. held 143,807.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $7.89 Mil. This investment constitutes 6.74% of their stock portfolio, and HFG Advisors, Inc. now holds 0.23% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.

The initial trade took place in 2021Q4. And since then HFG Advisors, Inc. has made 8 purchases of FV, at an average price of $48.89, for a total of 157,460.00 shares. In addition, there have been 5 sales at an average price of $54.51 for 13,653.00 shares. Based on historical transaction data and FV's current price of $60.31, HFG Advisors, Inc.'s estimated gain on his FV holdings is $1.72 Mil, reflecting a 22.34% gain to date.

HFG Advisors, Inc. FV ($60.31) Holding Chart

HFG Advisors, 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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