Purchases and Sales Made in Q3 2025 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.17K+ 273.64% |
$208K - $224K
|
12.5K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.35K+ 5.29% |
$98.9K - $107K
|
86.6K
$2.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.47K+ 10.12% |
$56.2K - $60.5K
|
26.9K
$646K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
880+ 16.16% |
$20K - $21.5K
|
6.33K
$152K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
471New |
$10.7K - $11.5K
|
471
$11.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
366+ 0.27% |
$8.32K - $8.96K
|
138K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
326New |
$7.41K - $7.98K
|
326
$7.83K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.25% |
$1.82K - $1.96K
|
31.6K
$758K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-838- 0.81% |
$19K - $20.5K
|
102K
$2.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-905- 4.0% |
$20.6K - $22.2K
|
21.7K
$521K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.41K- 2.49% |
$32K - $34.5K
|
55.1K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.8K- 45.34% |
$473K - $509K
|
25.1K
$602K
|