Purchases and Sales Made in Q1 2023 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
832K+ 89.27% |
$13.6M - $14.8M
|
1.76M
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
496K+ 22.44% |
$8.11M - $8.8M
|
2.71M
$52.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
281K+ 58.86% |
$4.59M - $4.98M
|
758K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
106KNew |
$1.74M - $1.89M
|
106K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
86.2K+ 24.55% |
$1.41M - $1.53M
|
437K
$8.55M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
82.1K+ 6.35% |
$1.34M - $1.46M
|
1.37M
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.6K+ 47.03% |
$1.01M - $1.09M
|
193K
$3.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.1K+ 19.24% |
$835K - $906K
|
316K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36.6KNew |
$599K - $650K
|
36.6K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 27.67% |
$432K - $469K
|
122K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.2K+ 39.94% |
$282K - $306K
|
60.4K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 34.81% |
$194K - $210K
|
45.9K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.75KNew |
$110K - $120K
|
6.75K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 7.7% |
$66.4K - $72K
|
56.7K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.94K+ 2.67% |
$64.5K - $70K
|
151K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 3.16% |
$23.4K - $25.4K
|
46.7K
$914K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
825New |
$13.5K - $14.6K
|
825
$16.1K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
146New |
$2.39K - $2.59K
|
146
$2.86K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78+ 0.23% |
$1.28K - $1.38K
|
33.6K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50+ 0.15% |
$818 - $888
|
33.6K
$658K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.21% |
$360 - $391
|
10.3K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$32.7 - $35.5
|
16.4K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$16.4 - $17.8
|
688
$13.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$16.4 - $17.8
|
10.1K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-115- 9.41% |
$1.88K - $2.04K
|
1.11K
$21.7K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-405- 2.12% |
$6.63K - $7.19K
|
18.7K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-599- 1.15% |
$9.8K - $10.6K
|
51.7K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-636- 2.94% |
$10.4K - $11.3K
|
21K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-891- 2.04% |
$14.6K - $15.8K
|
42.8K
$837K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 16.53% |
$47.3K - $51.3K
|
14.6K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 4.46% |
$51K - $55.3K
|
66.8K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.26K- 0.33% |
$53.3K - $57.9K
|
991K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.34K- 20.4% |
$54.7K - $59.3K
|
13K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.95K- 14.79% |
$97.4K - $106K
|
34.3K
$671K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.9K- 6.03% |
$129K - $140K
|
123K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.61K- 50.0% |
$157K - $171K
|
9.61K
$188K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17.7K- 18.83% |
$289K - $314K
|
76.2K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.8K- 86.75% |
$569K - $617K
|
5.31K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89.7K- 60.19% |
$1.47M - $1.59M
|
59.3K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-167K- 91.53% |
$2.74M - $2.97M
|
15.5K
$303K
|