QP WEALTH MANAGEMENT, LLC FV Holdings History
QP WEALTH MANAGEMENT, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 68,744.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $3.05 Mil. This investment constitutes 5.34% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2020Q3. And since then QP WEALTH MANAGEMENT, LLC has made 10 purchases of FV, at an average price of $43.52, for a total of 81,392.00 shares. In addition, there have been 3 sales at an average price of $46.35 for 12,648.00 shares. Based on historical transaction data and FV's current price of $59.50, QP WEALTH MANAGEMENT, LLC's estimated gain on his FV holdings is $1.13 Mil, reflecting a 32.03% gain to date.
QP WEALTH MANAGEMENT, LLC FV ($59.50) Holding Chart
QP WEALTH MANAGEMENT, LLC FV ($59.50) 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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