Montag A & Associates Inc First Trust Dorsey Wright Inte Transaction History

Montag A & Associates Inc

$1.97 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$18.74 - $23.48 $936 - $1,174	-50 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$22.48 - $24.55 $1,124 - $1,227	50 New	50 $1,000

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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