Purchases and Sales Made in Q4 2021 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.9K+ 21.31% |
$1.02M - $1.1M
|
262K
$5.12M
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
40.7KNew |
$906K - $971K
|
40.7K
$796K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.5K+ 70.68% |
$745K - $799K
|
80.9K
$1.58M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.4KNew |
$388K - $416K
|
17.4K
$341K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$273K - $293K
|
12.3K
$240K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
11.8K+ 4.23% |
$262K - $281K
|
290K
$5.68M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 49.49% |
$257K - $275K
|
34.9K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4KNew |
$253K - $272K
|
11.4K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.74KNew |
$195K - $209K
|
8.74K
$171K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.48K+ 60.59% |
$99.7K - $107K
|
11.9K
$232K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.29K+ 618.61% |
$95.4K - $102K
|
4.98K
$97.4K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.14K+ 9.94% |
$92.1K - $98.7K
|
45.7K
$894K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.83K+ 10.89% |
$85.2K - $91.3K
|
39K
$762K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.23KNew |
$49.6K - $53.2K
|
2.23K
$43.6K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.63K+ 11.13% |
$36.3K - $38.9K
|
16.3K
$318K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
785+ 6.91% |
$17.5K - $18.7K
|
12.2K
$238K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
758+ 3.19% |
$16.9K - $18.1K
|
24.5K
$480K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
732+ 3.81% |
$16.3K - $17.5K
|
20K
$391K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
717+ 0.6% |
$16K - $17.1K
|
121K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
409+ 0.38% |
$9.1K - $9.76K
|
108K
$2.12M
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
396+ 0.44% |
$8.81K - $9.45K
|
89.7K
$1.76M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
325+ 0.5% |
$7.23K - $7.75K
|
65.5K
$1.28M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
172+ 0.09% |
$3.83K - $4.1K
|
187K
$3.66M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
130+ 1.26% |
$2.89K - $3.1K
|
10.5K
$205K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3+ 0.03% |
$66.8 - $71.6
|
11.9K
$233K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.7% |
$66.8 - $71.6
|
433
$8.47K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33Closed |
$735 - $787
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-58Closed |
$1.29K - $1.38K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-200- 8.16% |
$4.45K - $4.77K
|
2.25K
$44K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-242- 37.35% |
$5.39K - $5.77K
|
406
$7.94K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-444- 12.66% |
$9.88K - $10.6K
|
3.06K
$59.9K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-508- 7.66% |
$11.3K - $12.1K
|
6.12K
$120K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-568- 49.22% |
$12.6K - $13.6K
|
586
$11.5K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-570- 5.4% |
$12.7K - $13.6K
|
9.99K
$195K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-628Closed |
$14K - $15K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-679Closed |
$15.1K - $16.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-761- 4.56% |
$16.9K - $18.2K
|
15.9K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-770- 2.76% |
$17.1K - $18.4K
|
27.1K
$530K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-895- 0.55% |
$19.9K - $21.4K
|
162K
$3.18M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.6K- 3.29% |
$35.5K - $38.1K
|
46.9K
$918K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.72KClosed |
$38.3K - $41.1K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.83K- 16.29% |
$40.7K - $43.6K
|
9.39K
$184K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.29K- 6.52% |
$51.1K - $54.7K
|
32.9K
$643K
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-2.52K- 4.31% |
$56.1K - $60.1K
|
56K
$1.1M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.12K- 11.12% |
$69.5K - $74.5K
|
25K
$488K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.25K- 16.35% |
$94.5K - $101K
|
21.7K
$425K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.93K- 27.83% |
$110K - $118K
|
12.8K
$250K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.26K- 8.28% |
$117K - $126K
|
58.3K
$1.14M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.76K- 9.08% |
$128K - $137K
|
57.7K
$1.13M
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.63KClosed |
$147K - $158K
|
0
$0
|