Wealth Effects LLC First Trust Dorsey Wright Focu Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$49.64 - $57.23 $174,434 - $201,106	3,514 New	3,514 $201,000

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

$421 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$256 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$253 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$172 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$102 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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