Seven Bridge Financial Group, LLC First Trust Dorsey Wright Focu Transaction History

Seven Bridge Financial Group, LLC

$496 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 11, 2018	SELL	N/A	-225 Closed	0 $0
Q4 2017 Feb 20, 2018	BUY	N/A	225	225 $6,000

Others Institutions Holding FV

# of Institutions

345

Shares Held

46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.66M
Shares

$355 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$238 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.09M
Shares

$219 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$152 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$142 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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