F Dx Advisors, Inc. First Trust Dorsey Wright Inte Transaction History

F Dx Advisors, Inc.

$367 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 07, 2019	SELL	$18.24 - $20.13 $270,900 - $298,970	-14,852 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$18.5 - $19.79 $851 - $910	46 Added 0.31%	14,852 $294,000
Q1 2019 May 14, 2019	SELL	$17.49 - $19.82 $17,455 - $19,780	-998 Reduced 6.31%	14,806 $282,000
Q4 2018 Feb 07, 2019	SELL	$16.87 - $20.34 $19,366 - $23,350	-1,148 Reduced 6.77%	15,804 $275,000
Q3 2018 Nov 13, 2018	SELL	$20.06 - $21.47 $41,022 - $43,906	-2,045 Reduced 10.76%	16,952 $343,000
Q2 2018 Aug 08, 2018	SELL	$20.56 - $22.49 $15,563 - $17,024	-757 Reduced 3.83%	18,997 $396,000
Q1 2018 May 02, 2018	BUY	$21.61 - $24.22 $15,494 - $17,365	717 Added 3.77%	19,754 $439,000
Q4 2017 Feb 09, 2018	SELL	$21.4 - $22.26 $65,698 - $68,338	-3,070 Reduced 13.89%	19,037 $424,000
Q3 2017 Nov 03, 2017	BUY	$21.1 - $21.38 $22,112 - $22,406	1,048 Added 4.98%	22,107 $473,000
Q2 2017 Aug 11, 2017	BUY	N/A	21,059	21,059 $414,000

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

Ticker IFV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of F Dx Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on F Dx Advisors, Inc. with notifications on news.