Napa Wealth Management First Trust Dorsey Wright Focu Transaction History

Napa Wealth Management

$213 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$57.47 - $62.82 $550,849 - $602,129	9,585 New	9,585 $566 Million

Others Institutions Holding FV

# of Institutions

350

Shares Held

42.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.01M
Shares

$366 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.47M
Shares

$272 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$224 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

2.48M
Shares

$151 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.26M
Shares

$137 Million
0.05% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.