Purchases and Sales Made in Q1 2025 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
84.5K+ 1900.0% |
$1.57M - $1.74M
|
88.9K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20K+ 35.68% |
$372K - $412K
|
76.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$352K - $389K
|
18.9K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 11.12% |
$254K - $281K
|
136K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.1KNew |
$188K - $208K
|
10.1K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.41K+ 30.33% |
$82.1K - $90.8K
|
19K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.87K+ 7.98% |
$72.1K - $79.8K
|
52.4K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 2.34% |
$19.9K - $22.1K
|
46.8K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
199New |
$3.7K - $4.1K
|
199
$4.39K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.96% |
$1.86K - $2.06K
|
10.3K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-278- 1.17% |
$5.17K - $5.72K
|
23.5K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-292- 23.74% |
$5.43K - $6.01K
|
938
$20.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-646- 1.46% |
$12K - $13.3K
|
43.5K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-659- 18.24% |
$12.3K - $13.6K
|
2.95K
$65.2K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.1K- 0.97% |
$20.5K - $22.7K
|
113K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 9.56% |
$26.2K - $29K
|
13.3K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.87K- 8.82% |
$34.7K - $38.4K
|
19.3K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.08K- 6.27% |
$38.8K - $42.9K
|
31.1K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.23K- 3.69% |
$41.4K - $45.8K
|
58.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.89K- 8.13% |
$53.8K - $59.5K
|
32.7K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.85K- 13.72% |
$71.7K - $79.4K
|
24.2K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.59K- 20.41% |
$123K - $136K
|
25.7K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-6.68K- 26.39% |
$124K - $138K
|
18.6K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.17K- 26.01% |
$133K - $148K
|
20.4K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 15.59% |
$223K - $247K
|
64.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13K- 14.78% |
$242K - $268K
|
75K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 7.88% |
$275K - $305K
|
173K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.4K- 6.96% |
$584K - $646K
|
419K
$9.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-84.5K- 95.0% |
$1.57M - $1.74M
|
4.45K
$98.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-173K- 40.85% |
$3.22M - $3.57M
|
251K
$5.53M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-304K- 91.76% |
$5.66M - $6.26M
|
27.3K
$602K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-389K- 79.23% |
$7.24M - $8.01M
|
102K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-468K- 69.63% |
$8.7M - $9.63M
|
204K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-711K- 46.5% |
$13.2M - $14.6M
|
818K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-937K- 71.86% |
$17.4M - $19.3M
|
367K
$8.1M
|