Purchases and Sales Made in Q2 2025 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 274.12% |
$2.58M - $3.29M
|
196K
$4.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.16K+ 8.1% |
$111K - $141K
|
82.3K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$97.9K - $125K
|
5.45K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$60.2K - $76.8K
|
3.35K
$78.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.3K+ 17.07% |
$59.2K - $75.5K
|
22.6K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 0.99% |
$24.4K - $31.1K
|
138K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$22.5K - $28.7K
|
1.25K
$29.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
326+ 1.05% |
$5.86K - $7.47K
|
31.5K
$738K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
181+ 0.75% |
$3.25K - $4.15K
|
24.4K
$573K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.47% |
$1.8K - $2.29K
|
6.9K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-747- 7.38% |
$13.4K - $17.1K
|
9.38K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.19K- 5.07% |
$21.5K - $27.3K
|
22.3K
$524K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.53K- 2.63% |
$27.5K - $35K
|
56.5K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10K- 8.85% |
$180K - $229K
|
103K
$2.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.9K- 29.18% |
$340K - $434K
|
45.9K
$1.08M
|