Wealth Enhancement & Preservation Of Ga, LLC First Trust Dorsey Wright Inte Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 27, 2020	SELL	$11.81 - $21.85 $4.43 Million - $8.19 Million	-374,852 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$18.54 - $21.33 $6.95 Million - $8 Million	374,852 New	374,852 $7.99 Million

Others Institutions Holding IFV

# of Institutions

Shares Held

7.23M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.1M
Shares

$40.8 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

$9.45 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.22 Million
0.07% of portfolio

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About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
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