Blair William & CO First Trust Dorsey Wright Inte Transaction History

Blair William & CO

$33.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 11, 2020	SELL	$11.81 - $21.85 $23,620 - $43,700	-2,000 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$21.61 - $24.22 $43,220 - $48,440	2,000 New	2,000 $44,000

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

$40.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.1 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.5 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.41 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.18 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

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