Financial Planning & Information Services, Inc. First Trust Dorsey Wright Focu Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$39.93 - $48.37 $262,819 - $318,371	6,582 New	6,582 $270,000

Others Institutions Holding FV

# of Institutions

331

Shares Held

42.4M

Call Options Held

4.6K

Put Options Held

Morgan Stanley New York, NY

6.88M
Shares

$428 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$261 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$258 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$175 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$104 Million
0.06% of portfolio

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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