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 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
24,244
shares
|
$535,065
0.03% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
23,531
shares
|
$519,329
0.01% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,397
shares
|
$450,161
0.0% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
19,305
shares
|
$426,061
0.35% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,952
shares
|
$418,270
0.0% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,912
shares
|
$417,387
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,632
shares
|
$411,208
0.29% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,317
shares
|
$293,906
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,771
shares
|
$281,855
0.0% of portfolio
|
Q4 2021
Reduced 27.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,403
shares
|
$229,594
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,300
shares
|
$227,321
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
10,123
shares
|
$223,414
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$163,075
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
6,800
shares
|
$150,076
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,125
shares
|
$68,968
0.01% of portfolio
|
Q4 2022
Reduced 3.34%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,953
shares
|
$65,172
0.0% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$33,105
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
961
shares
|
$21,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
938
shares
|
$20,701
0.0% of portfolio
|
Q1 2025
Reduced 23.74%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
406
shares
|
$8,960
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
386
shares
|
$8,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
199
shares
|
$4,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
90
shares
|
$1,986
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
90
shares
|
$1,986
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
46
shares
|
$1,015
0.0% of portfolio
|
Q3 2023
Reduced 97.7%
|