Essential Planning, Llc. First Trust Dorsey Wright Focu Transaction History

Essential Planning, Llc.

$248 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$57.47 - $62.82 $5.6 Million - $6.12 Million	97,500 New	97,500 $5.76 Million

Others Institutions Holding FV

# of Institutions

346

Shares Held

45.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.24M
Shares

$358 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.46M
Shares

$256 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

4.11M
Shares

$236 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$163 Million
0.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.59M
Shares

$149 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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