Morey & Quinn Wealth Partners, LLC FV Holdings History
Morey & Quinn Wealth Partners, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 52,492.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $2.88 Mil. This investment constitutes 2.38% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0.08% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2024Q4. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of FV, at an average price of $59.92, for a total of 52,492.00 shares. Based on historical transaction data and FV's current price of $60.31, Morey & Quinn Wealth Partners, LLC's estimated gain on his FV holdings is $20,588.66, reflecting a 0.65% gain to date.
Morey & Quinn Wealth Partners, LLC FV ($60.31) Holding Chart
Morey & Quinn Wealth Partners, LLC 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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