Retirement Financial Solutions, LLC First Trust Dorsey Wright Focu Transaction History

Retirement Financial Solutions, LLC

$228 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$42.79 - $49.32 $9,456 - $10,899	221 New	221 $10.3 Million

Others Institutions Holding FV

# of Institutions

325

Shares Held

42.5M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$417 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$254 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$251 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$170 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$101 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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