Certified Advisory Corp First Trust Dorsey Wright Inte Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	$16.87 - $20.34 $4,909 - $5,918	-291 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	$21.61 - $24.22 $6,288 - $7,048	291 New	291 $6,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$41 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

$13.6 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.49 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.26 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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