Marshall Investment Management, LLC First Trust Dorsey Wright Focu Transaction History
Marshall Investment Management, LLC
- $161 Billion
- Q1 2025
A detailed history of Marshall Investment Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Marshall Investment Management, LLC holds 55,604 shares of FV stock, worth $3.31 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
55,604
Previous 92,504
39.89%
Holding current value
$3.31 Million
Previous $5.39 Billion
43.41%
% of portfolio
1.89%
Previous 3.18%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$266 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$245 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$169 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$154 Million0.06% of portfolio