Private Trust CO Na First Trust Dorsey Wright Inte Transaction History

Private Trust CO Na

$964 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	SELL	$16.01 - $18.84 $27,857 - $32,781	-1,740 Reduced 54.15%	1,473 $0
Q2 2022 Sep 16, 2022	BUY	$17.67 - $21.4 $56,773 - $68,758	3,213 New	3,213 $57,000

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

$41.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.3 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

$9.53 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.3 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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