Tkg Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Tkg Advisors, LLC

$197 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	BUY	$43.3 - $48.81 $46,374 - $52,275	1,071 Added 1.73%	63,053 $2.79 Million
Q2 2023 Jul 20, 2023	BUY	$43.02 - $46.91 $2.67 Million - $2.91 Million	61,982 New	61,982 $2.91 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
Sector ETFs
Industry ETFs

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