Marshall Investment Management, LLC First Trust Dorsey Wright Focu Transaction History
Marshall Investment Management, LLC
- $21 Billion
- Q2 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 37,278 shares of FV stock, worth $2.3 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
37,278
Previous 55,604
32.96%
Holding current value
$2.3 Million
Previous $3.05 Billion
27.58%
% of portfolio
10.5%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$385 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$273 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$243 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$176 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$146 Million0.05% of portfolio