Ellevest, Inc. First Trust Dorsey Wright Focu Transaction History

Ellevest, Inc.

$1.8 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$42.79 - $49.32 $105,862 - $122,017	2,474 New	2,474 $115,000

Others Institutions Holding FV

# of Institutions

325

Shares Held

42.5M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$417 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$254 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$251 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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellevest, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ellevest, Inc. with notifications on news.