Strategies Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Strategies Wealth Advisors, LLC
- $962 Billion
- Q3 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,216 shares of FV stock, worth $256,374. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,216
Previous 5,528
23.73%
Holding current value
$256,374
Previous $328 Million
20.31%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.01MShares$366 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$272 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$224 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.48MShares$151 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.26MShares$137 Million0.05% of portfolio