Clearview Wealth Advisors LLC First Trust Dorsey Wright Focu Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$40.98 - $50.4 $2,868 - $3,528	-70 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$45.6 - $51.52 $3,192 - $3,606	70 New	70 $3,000

Others Institutions Holding FV

# of Institutions

327

Shares Held

42.6M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$416 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$253 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$250 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$170 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$101 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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