Element Wealth, LLC First Trust Dorsey Wright Focu Transaction History

Element Wealth, LLC

$187 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$40.98 - $50.4 $22,539 - $27,720	-550 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$45.6 - $51.52 $25,080 - $28,336	550 New	550 $27,000

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

$412 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$251 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$248 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$169 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$100 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
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