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 54 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,650,029
shares
|
$40.2 Million
0.0% of portfolio
|
Q3 2025
Added 99.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$26.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
724,419
shares
|
$17.7 Million
0.0% of portfolio
|
Q3 2025
Added 19.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
529,361
shares
|
$12.9 Million
0.06% of portfolio
|
Q3 2025
Added 334.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
319,121
shares
|
$7.78 Million
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$7.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
247,804
shares
|
$6.04 Million
0.0% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
221,355
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
214,330
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
138,113
shares
|
$3.37 Million
1.53% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
130,424
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 44.61%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
102,201
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
86,625
shares
|
$2.11 Million
0.83% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
69,144
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 100.35%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
55,131
shares
|
$1.34 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
49,245
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
42,648
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
40,120
shares
|
$978,125
0.0% of portfolio
|
Q3 2025
Added 39.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
38,635
shares
|
$941,921
0.0% of portfolio
|
Q3 2025
Added 91.9%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,385
shares
|
$887,066
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
35,858
shares
|
$874,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
31,551
shares
|
$769,213
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
26,897
shares
|
$655,748
0.03% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
25,086
shares
|
$611,596
0.0% of portfolio
|
Q3 2025
Reduced 45.34%
|
|