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 $625,350. This represents 0.04% of its overall portfolio holdings.

Number of Shares

33,228

Previous 30,895 7.55%

Holding current value

$625,350

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

7.24M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

More about IFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors First Trust Dorsey Wright Inte Transaction History