Trace Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 2025
A detailed history of Trace Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 3,750 shares of FV stock, worth $228,037. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,750
Previous 3,750
-0.0%
Holding current value
$228,037
Previous $222 Million
4.49%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
350Shares Held
42.8MCall 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