Topsail Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 12,367 shares of FV stock, worth $710,113. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,367
Previous 11,859
4.28%
Holding current value
$710,113
Previous $700 Million
3.22%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$358 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$256 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$236 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$163 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$149 Million0.06% of portfolio