Institutional Ownership First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,529,693
shares
|
$30.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,304,568
shares
|
$25.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
701,093
shares
|
$13.9 Million
0.36% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
671,681
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
491,096
shares
|
$9.74 Million
0.06% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
450,862
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
423,832
shares
|
$8.41 Million
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
331,216
shares
|
$6.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
187,853
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
122,746
shares
|
$2.44 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
114,145
shares
|
$2.26 Million
0.05% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
106,859
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
87,988
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
76,783
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
60,292
shares
|
$1.2 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
56,095
shares
|
$1.11 Million
0.53% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$965,394
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
48,544
shares
|
$963,112
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
45,719
shares
|
$907,064
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
44,151
shares
|
$875,955
0.0% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,385
shares
|
$721,878
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
35,550
shares
|
$705,312
0.0% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
33,228
shares
|
$659,243
0.04% of portfolio
|
Q4 2024
Added 7.55%
|