Purchases and Sales Made in Q3 2024 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116K+ 760.13% |
$2.21M - $2.48M
|
131K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.8K+ 24.47% |
$1.82M - $2.05M
|
487K
$9.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 2.1% |
$274K - $307K
|
697K
$13.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 34.46% |
$223K - $250K
|
45.6K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.62K+ 1.63% |
$145K - $163K
|
475K
$9.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 0.6% |
$125K - $140K
|
1.09M
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05K+ 2.4% |
$77.2K - $86.6K
|
173K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
932+ 3.37% |
$17.7K - $19.9K
|
28.6K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
921+ 3.35% |
$17.5K - $19.7K
|
28.4K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
556New |
$10.6K - $11.9K
|
556
$10.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
316+ 0.68% |
$6.02K - $6.75K
|
47.1K
$921K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
225New |
$4.28K - $4.81K
|
225
$4.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136+ 0.36% |
$2.59K - $2.91K
|
38.2K
$746K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$1.56K - $1.75K
|
82
$1.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-264- 2.22% |
$5.03K - $5.64K
|
11.6K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-523- 2.01% |
$9.96K - $11.2K
|
25.5K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-523- 1.79% |
$9.96K - $11.2K
|
28.8K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-735- 1.55% |
$14K - $15.7K
|
46.5K
$910K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-915- 1.85% |
$17.4K - $19.6K
|
48.6K
$950K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 9.38% |
$20.9K - $23.4K
|
10.6K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.28K- 10.26% |
$24.3K - $27.2K
|
11.2K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 2.1% |
$30.6K - $34.4K
|
75K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 34.31% |
$97K - $109K
|
9.75K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.74K- 19.33% |
$128K - $144K
|
28.1K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.76K- 17.95% |
$129K - $144K
|
30.9K
$604K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 2.67% |
$218K - $244K
|
417K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 4.52% |
$301K - $338K
|
334K
$6.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.3K- 13.18% |
$329K - $369K
|
114K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 46.4% |
$337K - $378K
|
20.4K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 5.9% |
$364K - $409K
|
305K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 19.79% |
$415K - $466K
|
88.5K
$1.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 15.24% |
$429K - $481K
|
125K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.6K- 2.53% |
$1.04M - $1.17M
|
2.1M
$41.1M
|