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 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $122 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
|
$618,593
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
25,086
shares
|
$602,314
0.0% of portfolio
|
Q3 2025
Reduced 45.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
22,338
shares
|
$536,335
0.01% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
21,695
shares
|
$520,896
0.42% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,133
shares
|
$483,393
0.0% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,632
shares
|
$447,354
0.29% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,517
shares
|
$300,533
0.0% of portfolio
|
Q3 2025
Added 273.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
10,533
shares
|
$252,897
0.0% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,403
shares
|
$249,776
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,103
shares
|
$242,573
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
9,376
shares
|
$225,117
0.02% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$177,409
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
6,900
shares
|
$165,669
0.03% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,326
shares
|
$151,887
0.01% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,447
shares
|
$106,772
0.01% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,912
shares
|
$69,917
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$36,015
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,001
shares
|
$24,034
0.01% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
961
shares
|
$23,073
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
471
shares
|
$11,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
406
shares
|
$9,748
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
326
shares
|
$7,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
90
shares
|
$2,160
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
90
shares
|
$2,160
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
46
shares
|
$1,104
0.0% of portfolio
|
Q3 2023
Reduced 97.7%
|