Formidable Asset Management, LLC First Trust Dorsey Wright Inte Transaction History

Formidable Asset Management, LLC

$609 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Oct 15, 2019	SELL	$18.5 - $19.79 $781,458 - $835,949	-42,241 Closed	0 $0
Q1 2019 Oct 15, 2019	BUY	$17.49 - $19.82 $738,795 - $837,216	42,241 New	42,241 $2.83 Million

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

$40.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$20.9 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.3 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.33 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.1 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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