Capital Asset Advisory Services LLC First Trust Dorsey Wright Focu Transaction History
Capital Asset Advisory Services LLC
- $2.3 Billion
- Q3 2025
A detailed history of Capital Asset Advisory Services LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 5,162 shares of FV stock, worth $319,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,162
Previous 5,030
2.62%
Holding current value
$319,063
Previous $298,000
7.05%
% of portfolio
0.01%
Previous 0.01%
Shares
32 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$385 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$273 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$243 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$176 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$146 Million0.05% of portfolio