Purchases and Sales Made in Q4 2022 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q4 2022. 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, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
993K+ 331.42% |
$15.6M - $17.2M
|
1.29M
$25.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
584K+ 142.44% |
$9.15M - $10.1M
|
994K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
453K+ 25.76% |
$7.09M - $7.82M
|
2.21M
$43.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
424K+ 797.75% |
$6.64M - $7.32M
|
477K
$9.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
162K+ 21.05% |
$2.54M - $2.8M
|
932K
$18.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
131KNew |
$2.05M - $2.26M
|
131K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
45.3KNew |
$709K - $783K
|
45.3K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.7KNew |
$684K - $755K
|
43.7K
$854K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28K+ 8.68% |
$439K - $484K
|
351K
$6.87M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.1KNew |
$409K - $451K
|
26.1K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.9K+ 98.83% |
$265K - $292K
|
34K
$665K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 41.3% |
$241K - $266K
|
52.7K
$1.03M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7KNew |
$168K - $185K
|
10.7K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$167K - $184K
|
10.7K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 44.34% |
$162K - $178K
|
33.6K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$159K - $176K
|
10.2K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.09K+ 89.7% |
$142K - $157K
|
19.2K
$376K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.73K+ 23.78% |
$121K - $134K
|
40.2K
$787K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.45K+ 24.55% |
$54K - $59.6K
|
17.5K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.37K+ 9.14% |
$21.5K - $23.7K
|
16.4K
$321K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
950+ 34.79% |
$14.9K - $16.4K
|
3.68K
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
920+ 5.06% |
$14.4K - $15.9K
|
19.1K
$374K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482New |
$7.55K - $8.33K
|
482
$9.43K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
479New |
$7.5K - $8.28K
|
479
$9.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.38K - $1.52K
|
88
$1.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
66New |
$1.03K - $1.14K
|
66
$1.29K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17New |
$266 - $294
|
17
$333
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.88% |
$94 - $104
|
687
$13.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$94 - $104
|
6
$117
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.69% |
$15.7 - $17.3
|
146
$2.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-108- 3.34% |
$1.69K - $1.87K
|
3.13K
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-299- 2.84% |
$4.68K - $5.17K
|
10.2K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.79% |
$4.7K - $5.18K
|
10.5K
$204K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-438- 98.65% |
$6.86K - $7.57K
|
6
$117
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 3.39% |
$18.4K - $20.3K
|
33.5K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 2.67% |
$18.6K - $20.5K
|
43.2K
$845K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.34K- 0.89% |
$21K - $23.2K
|
149K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.65K- 14.0% |
$25.8K - $28.5K
|
10.1K
$198K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 9.27% |
$26.3K - $29K
|
16.4K
$321K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.58K- 3.56% |
$40.4K - $44.6K
|
69.9K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.4K- 16.88% |
$68.9K - $76K
|
21.7K
$424K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.83K- 4.81% |
$75.7K - $83.5K
|
95.5K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.52K- 3.61% |
$86.5K - $95.4K
|
147K
$2.88M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.93K- 35.74% |
$92.9K - $103K
|
10.7K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.95K- 22.02% |
$140K - $155K
|
31.7K
$620K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.29K- 33.64% |
$146K - $161K
|
18.3K
$358K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 17.03% |
$168K - $186K
|
52.3K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-26K- 21.66% |
$407K - $449K
|
93.9K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-37.3K- 16.93% |
$584K - $644K
|
183K
$3.58M
|