Ep Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,271 shares of FV stock, worth $494,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,271

Holding current value

$494,793

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$57.47 - $62.82 $532,804 - $582,404	9,271 New	9,271 $547,000

Others Institutions Holding FV

# of Institutions

343

Shares Held

46.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.66M
Shares

$355 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.46M
Shares

$238 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

4.09M
Shares

$219 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$152 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$142 Million
0.06% of portfolio

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

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Ep Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History