Captrust Financial Advisors First Trust Dorsey Wright Inte Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 15, 2018	SELL	$20.06 - $21.47 $14,483 - $15,501	-722 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$20.56 - $22.49 $14,844 - $16,237	722 New	722 $15,000

Others Institutions Holding IFV

# of Institutions

56

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.2 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.5 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.46 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.23 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
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