Purchases and Sales Made in Q2 2023 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
527K+ 29.85% |
$9M - $9.74M
|
2.29M
$44.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
149K+ 47.02% |
$2.54M - $2.75M
|
465K
$9.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
143KNew |
$2.44M - $2.64M
|
143K
$2.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 29.48% |
$2.2M - $2.38M
|
566K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 1.1% |
$507K - $549K
|
2.73M
$53.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
28K+ 22.96% |
$479K - $518K
|
150K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 2.81% |
$364K - $394K
|
779K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 50.38% |
$289K - $313K
|
50.5K
$987K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.19K+ 48.66% |
$88.7K - $96.1K
|
15.9K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.19K+ 48.66% |
$88.7K - $96.1K
|
15.9K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.85K+ 29.47% |
$65.7K - $71.1K
|
16.9K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.51K+ 17.2% |
$42.9K - $46.5K
|
17.1K
$335K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2K+ 5.96% |
$34.2K - $37.1K
|
35.6K
$697K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2KNew |
$34.2K - $37K
|
2K
$39.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
811+ 1.37% |
$13.9K - $15K
|
60.1K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
768New |
$13.1K - $14.2K
|
768
$15K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
149New |
$2.55K - $2.76K
|
149
$2.91K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99+ 0.01% |
$1.69K - $1.83K
|
991K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79+ 0.17% |
$1.35K - $1.46K
|
46.8K
$915K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18New |
$308 - $333
|
18
$352
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 1.74% |
$205 - $222
|
700
$13.7K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.01% |
$17.1 - $18.5
|
15.5K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 20.75% |
$855 - $925
|
191
$3.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-50- 20.75% |
$855 - $925
|
191
$3.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-184- 0.5% |
$3.14K - $3.4K
|
36.5K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-216- 1.15% |
$3.69K - $4K
|
18.5K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-471- 1.03% |
$8.05K - $8.71K
|
45.4K
$888K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-976- 2.85% |
$16.7K - $18.1K
|
33.3K
$652K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.56K- 4.95% |
$43.7K - $47.3K
|
49.1K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.36K- 5.56% |
$57.4K - $62.1K
|
57.1K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.92K- 23.83% |
$66.9K - $72.4K
|
12.5K
$245K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.22K- 20.08% |
$72.2K - $78.1K
|
16.8K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.66K- 87.71% |
$79.6K - $86.2K
|
653
$12.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 10.98% |
$125K - $136K
|
59.5K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-10K- 9.44% |
$172K - $186K
|
96.3K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.1K- 14.61% |
$190K - $206K
|
65.1K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.3K- 28.64% |
$209K - $227K
|
30.5K
$597K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 26.58% |
$258K - $279K
|
41.7K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 9.28% |
$306K - $331K
|
175K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.7K- 17.64% |
$457K - $494K
|
125K
$2.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-119K- 8.64% |
$2.03M - $2.2M
|
1.26M
$24.6M
|