Kowal Investment Group, LLC First Trust Dorsey Wright Inte Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$22.26 - $23.86 $38,331 - $41,086	-1,722 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$22.74 - $24.52 $39,158 - $42,223	1,722 New	1,722 $39,000

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

$41.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.4 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.7 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.56 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.33 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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