Patriot Financial Group Insurance Agency, LLC First Trust Dorsey Wright Focu Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 07, 2019	SELL	N/A	-2,500 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	2,500 New	2,500 $77,000
Q3 2017 Oct 26, 2017	SELL	N/A	-202 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	202	202 $5,000

Others Institutions Holding FV

# of Institutions

327

Shares Held

42.6M

Call Options Held

4.6K

Put Options Held

Morgan Stanley New York, NY

6.88M
Shares

$420 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$255 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$252 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$172 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$102 Million
0.06% of portfolio

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account