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 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,764
shares
|
$627,868
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
24,425
shares
|
$595,237
0.03% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
22,600
shares
|
$550,762
0.44% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,338
shares
|
$544,377
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,133
shares
|
$490,641
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,632
shares
|
$454,061
0.29% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,533
shares
|
$256,689
0.0% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,403
shares
|
$253,521
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,103
shares
|
$246,210
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,376
shares
|
$228,493
0.02% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$180,069
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
6,900
shares
|
$168,153
0.03% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,446
shares
|
$132,719
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,447
shares
|
$108,373
0.01% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,350
shares
|
$81,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,912
shares
|
$70,965
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$36,555
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$30,462
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,001
shares
|
$24,394
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
961
shares
|
$23,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
406
shares
|
$9,894
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
90
shares
|
$2,193
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
90
shares
|
$2,193
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
46
shares
|
$1,121
0.0% of portfolio
|
Q3 2023
Reduced 97.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
45
shares
|
$1,096
0.0% of portfolio
|
Q4 2024
Added 2.27%
|