Hirtle Callaghan & CO LLC First Trust Dorsey Wright Focu Transaction History

Hirtle Callaghan & CO LLC

$2.62 Billion
Q2 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	N/A	-118 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	118 New	118 $4,000
Q2 2018 Jul 23, 2018	SELL	N/A	-118 Closed	0 $0
Q4 2017 Jan 17, 2018	BUY	N/A	118	118 $3,000

Others Institutions Holding FV

# of Institutions

348

Shares Held

43.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.23M
Shares

$385 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.42M
Shares

$273 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

3.93M
Shares

$243 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.48M
Shares

$153 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.36M
Shares

$146 Million
0.05% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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