Nicholson Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History

Nicholson Wealth Management Group, LLC

$150 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$51.35 - $59.82 $237,955 - $277,205	4,634 New	4,634 $270 Million

Others Institutions Holding FV

# of Institutions

348

Shares Held

46.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.66M
Shares

$416 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$279 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.09M
Shares

$256 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$178 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$166 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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