Madrona Financial Services, LLC FV Holdings History
Madrona Financial Services, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-06-30, Madrona Financial Services, LLC held 389,600.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $23.09 Mil. This investment constitutes 5.54% of their stock portfolio, and Madrona Financial Services, LLC now holds 0.64% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2022Q1. And since then Madrona Financial Services, LLC has made 11 purchases of FV, at an average price of $47.28, for a total of 528,660.00 shares. In addition, there have been 3 sales at an average price of $59.14 for 139,060.00 shares. Based on historical transaction data and FV's current price of $60.99, Madrona Financial Services, LLC's estimated gain on his FV holdings is $6.99 Mil, reflecting a 27.96% gain to date.
Madrona Financial Services, LLC FV ($60.99) Holding Chart
Madrona Financial Services, LLC FV ($60.99) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
