Marshall Investment Management, LLC First Trust Dorsey Wright Focu Transaction History
Marshall Investment Management, LLC
- $189 Billion
- Q3 2025
A detailed history of Marshall Investment Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Marshall Investment Management, LLC holds 52,785 shares of FV stock, worth $3.21 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
52,785
Previous 37,278
41.6%
Holding current value
$3.21 Million
Previous $2.21 Billion
47.96%
% of portfolio
1.73%
Previous 10.5%
Shares
4 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