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 53 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
818,395
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
419,470
shares
|
$9.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
367,098
shares
|
$8.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
250,676
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
203,959
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
196,105
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2025
Added 274.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
173,054
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
137,747
shares
|
$3.23 Million
1.46% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
103,039
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
101,988
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.23%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
82,272
shares
|
$1.93 Million
0.79% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
74,980
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
56,540
shares
|
$1.33 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
46,791
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
45,896
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,505
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,385
shares
|
$852,864
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
32,661
shares
|
$765,573
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
31,471
shares
|
$737,680
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
27,290
shares
|
$639,677
0.0% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
25,711
shares
|
$602,665
0.0% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,425
shares
|
$572,522
0.03% of portfolio
|
Q2 2025
Added 0.75%
|