Db Wealth Management Group, LLC First Trust Dorsey Wright Inte Transaction History

Db Wealth Management Group, LLC

$169 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$22.26 - $23.86 $13,979 - $14,984	-628 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$18.48 - $22.42 $11,605 - $14,079	628 New	628 $14,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.16M
Shares

$42.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.6 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.8 Million
0.43% of portfolio
New Edge Advisors, LLC New Orleans, LA

468K
Shares

$9.28 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$8.5 Million
0.0% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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