Win Advisors, Inc First Trust Dorsey Wright Focu Transaction History

Win Advisors, Inc

$203 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$40.98 - $50.4 $7,376 - $9,072	-180 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$45.04 - $50.31 $8,107 - $9,055	180 New	180 $9,000
Q4 2021 Feb 14, 2022	BUY	$45.6 - $51.52 $0 - $0	0 New	0 $0

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
Sector ETFs
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