Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History
Sar Wealth Management Group, LLC
- $162 Billion
- Q2 2025
A detailed history of Sar Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 460,591 shares of FV stock, worth $27.4 Million. This represents 16.82% of its overall portfolio holdings.
Number of Shares
460,591
Previous 455,580
1.1%
Holding current value
$27.4 Million
Previous $25 Billion
9.21%
% of portfolio
16.82%
Previous 16.75%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
44.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$266 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$245 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$169 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$154 Million0.06% of portfolio