Purchases and Sales Made in Q4 2024 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.3MNew |
$24.9M - $27.2M
|
1.3M
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
672KNew |
$12.8M - $14M
|
672K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60.3KNew |
$1.15M - $1.26M
|
60.3K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
21.2KNew |
$404K - $441K
|
21.2K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.7K+ 3.3% |
$300K - $327K
|
491K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 8.66% |
$286K - $312K
|
188K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.99K+ 19.09% |
$172K - $187K
|
56.1K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.99K+ 1.68% |
$133K - $145K
|
424K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.8KNew |
$130K - $142K
|
6.8K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.19K+ 14.92% |
$80K - $87.3K
|
32.3K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 0.52% |
$69.5K - $75.8K
|
701K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 26.72% |
$59.3K - $64.7K
|
14.7K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.33K+ 7.55% |
$44.5K - $48.6K
|
33.2K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 2.33% |
$33.4K - $36.5K
|
76.8K
$1.55M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
961New |
$18.3K - $20K
|
961
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
517New |
$9.87K - $10.8K
|
517
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
498+ 0.44% |
$9.51K - $10.4K
|
114K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
386New |
$7.37K - $8.04K
|
386
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79+ 0.17% |
$1.51K - $1.65K
|
45.7K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.27% |
$19.1 - $20.8
|
45
$911
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12- 0.02% |
$229 - $250
|
48.5K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-150- 0.59% |
$2.86K - $3.12K
|
25.3K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-222- 5.79% |
$4.24K - $4.62K
|
3.61K
$73.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-237- 0.65% |
$4.52K - $4.94K
|
36.4K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-453- 1.59% |
$8.65K - $9.44K
|
28.1K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-469- 0.53% |
$8.95K - $9.77K
|
88K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-699Closed |
$13.3K - $14.6K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-750- 6.73% |
$14.3K - $15.6K
|
10.4K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-880- 3.09% |
$16.8K - $18.3K
|
27.6K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 12.22% |
$27.6K - $30.2K
|
10.4K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.39K- 5.14% |
$45.7K - $49.8K
|
44.2K
$894K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 1.96% |
$47K - $51.2K
|
123K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.6K- 6.82% |
$49.6K - $54.2K
|
35.6K
$720K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.83K- 0.85% |
$54K - $58.9K
|
331K
$6.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.96K- 17.24% |
$94.7K - $103K
|
23.8K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.89K- 28.81% |
$112K - $123K
|
14.5K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 18.49% |
$463K - $505K
|
107K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.5K- 7.48% |
$696K - $759K
|
451K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-573K- 27.26% |
$10.9M - $11.9M
|
1.53M
$31M
|