Altus Wealth Group LLC First Trust Dorsey Wright Focu Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$39.83 - $45.14 $27,801 - $31,507	-698 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$33.83 - $40.86 $23,613 - $28,520	698 New	698 $28,000

Others Institutions Holding FV

# of Institutions

324

Shares Held

42.5M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$406 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$247 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$244 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$166 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$98.6 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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