SARD WEALTH MANAGEMENT GROUP, LLC FV Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's First Trust Dorsey Wright Focus 5 ETF Holding Summary
As of 2025-03-31, SARD WEALTH MANAGEMENT GROUP, LLC held 455,580.00 shares of First Trust Dorsey Wright Focus 5 ETF(FV), totaling $24.99 Mil. This investment constitutes 16.75% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.72% of the outstanding First Trust Dorsey Wright Focus 5 ETF(FV) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of FV, at an average price of $46.36, for a total of 520,776.00 shares. In addition, there have been 3 sales at an average price of $55.94 for 65,196.00 shares. Based on historical transaction data and FV's current price of $59.60, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his FV holdings is $6.66 Mil, reflecting a 27.58% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC FV ($59.60) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC FV ($59.60) 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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