Arkadios Wealth Advisors First Trust Dorsey Wright Inte Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Arkadios Wealth Advisors holds 33,228 shares of IFV stock, worth $659,243. This represents 0.04% of its overall portfolio holdings.

Number of Shares

33,228

Previous 30,895 7.55%

Holding current value

$659,243

Previous $650,000 2.15%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$19.09 - $20.83 $44,536 - $48,596	2,333 Added 7.55%	33,228 $636,000
Q3 2024 Oct 24, 2024	SELL	$19.04 - $21.37 $128,672 - $144,418	-6,758 Reduced 17.95%	30,895 $650,000
Q2 2024 Jul 29, 2024	SELL	$19.05 - $20.18 $89,039 - $94,321	-4,674 Reduced 11.04%	37,653 $740,000
Q1 2024 Apr 30, 2024	SELL	$18.88 - $20.0 $217,780 - $230,700	-11,535 Reduced 21.42%	42,327 $846,000
Q4 2023 Jan 24, 2024	BUY	$17.01 - $19.55 $10,682 - $12,277	628 Added 1.18%	53,862 $1.05 Million
Q3 2023 Oct 13, 2023	SELL	$17.7 - $18.87 $209,426 - $223,269	-11,832 Reduced 18.18%	53,234 $944,000
Q2 2023 Jul 26, 2023	SELL	$17.09 - $18.5 $190,262 - $205,960	-11,133 Reduced 14.61%	65,066 $1.18 Million
Q1 2023 May 02, 2023	SELL	$16.36 - $17.75 $289,244 - $313,820	-17,680 Reduced 18.83%	76,199 $1.31 Million
Q4 2022 Jan 11, 2023	SELL	$15.66 - $17.28 $406,549 - $448,606	-25,961 Reduced 21.66%	93,879 $0
Q3 2022 Oct 21, 2022	SELL	$16.01 - $18.84 $24,591 - $28,938	-1,536 Reduced 1.27%	119,840 $1.93 Million
Q2 2022 Jul 14, 2022	SELL	$17.67 - $21.4 $6,802 - $8,239	-385 Reduced 0.32%	121,376 $2.15 Million
Q1 2022 May 02, 2022	BUY	$18.74 - $23.48 $15,141 - $18,971	808 Added 0.67%	121,761 $2.54 Million
Q4 2021 Feb 03, 2022	BUY	$22.26 - $23.86 $15,960 - $17,107	717 Added 0.6%	120,953 $2.81 Million
Q3 2021 Oct 19, 2021	SELL	$22.74 - $24.52 $56,417 - $60,834	-2,481 Reduced 2.02%	120,236 $2.73 Million
Q2 2021 Jul 28, 2021	BUY	$23.14 - $25.12 $166,931 - $181,215	7,214 Added 6.25%	122,717 $3.02 Million
Q1 2021 Apr 26, 2021	BUY	$22.48 - $24.55 $79,804 - $87,152	3,550 Added 3.17%	115,503 $2.65 Million
Q4 2020 Feb 09, 2021	BUY	$18.48 - $22.42 $201,542 - $244,512	10,906 Added 10.79%	111,953 $2.49 Million
Q3 2020 Nov 10, 2020	SELL	$17.15 - $19.78 $237,801 - $274,269	-13,866 Reduced 12.07%	101,047 $1.96 Billion
Q2 2020 Aug 10, 2020	SELL	$13.23 - $17.36 $280,462 - $368,014	-21,199 Reduced 15.57%	114,913 $2.06 Billion
Q1 2020 May 14, 2020	SELL	$11.81 - $21.85 $5,231 - $9,679	-443 Reduced 0.32%	136,112 $1.87 Billion
Q4 2019 Feb 14, 2020	BUY	$18.54 - $21.33 $2.53 Million - $2.91 Million	136,555 New	136,555 $2.91 Million

Others Institutions Holding IFV

# of Institutions

Shares Held

8.66M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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Arkadios Wealth Advisors First Trust Dorsey Wright Inte Transaction History