Wilbanks Smith & Thomas Asset Management LLC First Trust Dorsey Wright Inte Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$16.87 - $20.34 $29,522 - $35,595	-1,750 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$20.06 - $21.47 $35,105 - $37,572	1,750 New	1,750 $35,000

Others Institutions Holding IFV

# of Institutions

Shares Held

7.21M

Call Options Held

Put Options Held

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

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About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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