Purchases and Sales Made in Q3 2023 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
365K+ 15.94% |
$6.46M - $6.89M
|
2.66M
$51.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278K+ 463.28% |
$4.93M - $5.26M
|
339K
$6.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
267K+ 1578.82% |
$4.72M - $5.03M
|
284K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51KNew |
$903K - $963K
|
51K
$998K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
30.3K+ 20.21% |
$536K - $572K
|
180K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.8K+ 4.73% |
$474K - $505K
|
593K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 86.4% |
$467K - $498K
|
56.9K
$1.11M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1KNew |
$249K - $265K
|
14.1K
$275K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 28.26% |
$246K - $262K
|
63K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.55K+ 18.39% |
$116K - $124K
|
42.2K
$825K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65K+ 7.81% |
$82.2K - $87.7K
|
64.1K
$1.25M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.51KNew |
$79.8K - $85K
|
4.51K
$88.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.42K+ 19.98% |
$60.6K - $64.6K
|
20.5K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.87K+ 8.62% |
$50.8K - $54.2K
|
36.2K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.74KNew |
$30.8K - $32.9K
|
1.74K
$34.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 8.32% |
$18.4K - $19.6K
|
13.6K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
628New |
$11.1K - $11.9K
|
628
$12.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
158+ 82.72% |
$2.8K - $2.98K
|
349
$6.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
43New |
$761 - $811
|
43
$841
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.05% |
$142 - $151
|
15.5K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 0.0% |
$70.8 - $75.5
|
125K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.29% |
$35.4 - $37.7
|
702
$13.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 26.7% |
$903 - $962
|
140
$2.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-51- 26.7% |
$903 - $962
|
140
$2.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-94- 0.19% |
$1.66K - $1.77K
|
50.4K
$986K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-163- 0.45% |
$2.89K - $3.08K
|
36.3K
$710K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-275- 62.5% |
$4.87K - $5.19K
|
165
$3.23K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-742- 4.47% |
$13.1K - $14K
|
15.9K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 0.93% |
$23.5K - $25K
|
142K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49K- 8.07% |
$26.4K - $28.2K
|
17K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.95K- 97.7% |
$34.6K - $36.9K
|
46
$900
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.01K- 10.96% |
$35.5K - $37.9K
|
16.3K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.13K- 4.69% |
$37.7K - $40.2K
|
43.3K
$846K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.85K- 0.21% |
$104K - $110K
|
2.73M
$53.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.49K- 13.12% |
$132K - $141K
|
49.6K
$970K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7KClosed |
$190K - $202K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.8K- 18.18% |
$209K - $223K
|
53.2K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56.6K- 12.18% |
$1M - $1.07M
|
409K
$7.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-68K- 70.65% |
$1.2M - $1.28M
|
28.3K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-139K- 17.89% |
$2.47M - $2.63M
|
640K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-544K- 54.84% |
$9.62M - $10.3M
|
448K
$8.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06M- 84.31% |
$18.7M - $20M
|
197K
$3.86M
|