Napa Wealth Management First Trust Dorsey Wright Focu Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$57.47 - $62.82 $550,849 - $602,129	9,585 New	9,585 $566 Million

Others Institutions Holding FV

# of Institutions

346

Shares Held

45M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.24M
Shares

$368 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.46M
Shares

$263 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

4.11M
Shares

$242 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$168 Million
0.22% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.59M
Shares

$153 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

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