Tiedemann Advisors, LLC First Trust Dorsey Wright Focu Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 13, 2017	SELL	N/A	-8,565 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	8,565	8,565 $213,000

Others Institutions Holding FV

# of Institutions

327

Shares Held

42.6M

Call Options Held

4.6K

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$416 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.19M
Shares

$253 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

4.14M
Shares

$250 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$170 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

1.67M
Shares

$101 Million
0.06% of portfolio

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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