Clearview Wealth Advisors LLC First Trust Dorsey Wright Focu Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$40.98 - $50.4 $2,868 - $3,528	-70 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$45.6 - $51.52 $3,192 - $3,606	70 New	70 $3,000

Others Institutions Holding FV

# of Institutions

352

Shares Held

46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.66M
Shares

$396 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$266 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.09M
Shares

$244 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.85M
Shares

$170 Million
0.25% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$158 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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