Purchases and Sales Made in Q1 2021 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT INTE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
205K+ 27.06% |
$4.6M - $5.02M
|
961K
$18.8M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
79.1KNew |
$1.78M - $1.94M
|
79.1K
$1.55M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
74.9K+ 47.81% |
$1.68M - $1.84M
|
231K
$4.53M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
39.7KNew |
$893K - $975K
|
39.7K
$777K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.2KNew |
$297K - $324K
|
13.2K
$258K
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.6KNew |
$283K - $309K
|
12.6K
$247K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 5.59% |
$256K - $279K
|
215K
$4.2M
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
6.03K+ 194.35% |
$135K - $148K
|
9.13K
$178K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.6K+ 75.82% |
$126K - $138K
|
13K
$254K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.08K+ 16.27% |
$114K - $125K
|
36.3K
$710K
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
4.58K+ 2.33% |
$103K - $112K
|
201K
$3.93M
|
|
Apr 26, 2021
Q1 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.26K+ 3.04% |
$95.8K - $105K
|
145K
$2.83M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.69KNew |
$82.8K - $90.5K
|
3.69K
$72.1K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.55K+ 3.17% |
$79.8K - $87.2K
|
116K
$2.26M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.54K+ 1.94% |
$79.5K - $86.8K
|
186K
$3.64M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
3.29K+ 8.8% |
$73.9K - $80.7K
|
40.6K
$795K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 7.96% |
$58.6K - $64K
|
35.3K
$691K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.55K+ 3.7% |
$57.4K - $62.7K
|
71.5K
$1.4M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64KNew |
$36.9K - $40.3K
|
1.64K
$32.1K
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 0.9% |
$26.8K - $29.3K
|
133K
$2.61M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
959+ 0.64% |
$21.6K - $23.5K
|
150K
$2.93M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
790New |
$17.8K - $19.4K
|
790
$15.5K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
627New |
$14.1K - $15.4K
|
627
$12.3K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
507+ 43.26% |
$11.4K - $12.4K
|
1.68K
$32.8K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 2.54% |
$11.2K - $12.2K
|
20K
$392K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
427+ 1.43% |
$9.6K - $10.5K
|
30.3K
$592K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 2.71% |
$9.22K - $10.1K
|
15.5K
$304K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
392+ 3.81% |
$8.81K - $9.62K
|
10.7K
$209K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
244+ 2.51% |
$5.49K - $5.99K
|
9.95K
$195K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
153New |
$3.44K - $3.76K
|
153
$2.99K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
137+ 0.55% |
$3.08K - $3.36K
|
25.1K
$492K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$2.36K - $2.58K
|
105
$2.05K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 33.33% |
$2.25K - $2.46K
|
400
$7.82K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
58New |
$1.3K - $1.42K
|
58
$1.13K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50New |
$1.12K - $1.23K
|
50
$978
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.41% |
$22.5 - $24.6
|
241
$4.71K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1Closed |
$22.5 - $24.6
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-295- 2.38% |
$6.63K - $7.24K
|
12.1K
$237K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-455- 27.88% |
$10.2K - $11.2K
|
1.18K
$23K
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-500Closed |
$11.2K - $12.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-579- 1.31% |
$13K - $14.2K
|
43.6K
$852K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.08K- 2.19% |
$24.3K - $26.5K
|
48.2K
$943K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.54KClosed |
$34.6K - $37.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 33.09% |
$45K - $49.1K
|
4.05K
$79.1K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.36K- 8.48% |
$75.6K - $82.6K
|
36.3K
$710K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.54K- 5.42% |
$79.6K - $87K
|
61.9K
$1.21M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.42K- 1.47% |
$99.3K - $108K
|
296K
$5.79M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.96K- 1.38% |
$157K - $171K
|
497K
$9.72M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.67K- 14.12% |
$195K - $213K
|
52.8K
$1.03M
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-9.36KClosed |
$210K - $230K
|
0
$0
|