Wealth Enhancement & Preservation Of Ga, LLC First Trust Dorsey Wright Focu Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$22.4 - $33.96 $5.77 Million - $8.74 Million	-257,401 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$28.8 - $31.69 $7.41 Million - $8.16 Million	257,401 New	257,401 $8.11 Million

Others Institutions Holding FV

# of Institutions

312

Shares Held

42.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.68M
Shares

$391 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

4.21M
Shares

$247 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

4.21M
Shares

$247 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

2.81M
Shares

$165 Million
0.25% of portfolio
Ubs Group Ag

1.79M
Shares

$105 Million
0.03% of portfolio

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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