Barnes Pettey Financial Advisors, LLC First Trust Dorsey Wright Inte Transaction History

Barnes Pettey Financial Advisors, LLC

  • $128 Million
  • Q1 2025

A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 18,632 shares of IFV stock, worth $386,427. This represents 0.29% of its overall portfolio holdings.

Number of Shares
18,632
Previous 25,313 26.39%
Holding current value
$386,427
Previous $485,000 23.3%
% of portfolio
0.29%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$18.61 - $20.59 $124,333 - $137,561
-6,681 Reduced 26.39%
18,632 $372,000
Q4 2024

Jan 23, 2025
SELL
$19.09 - $20.83 $2,863 - $3,124
-150 Reduced 0.59%
25,313 $485,000
Q3 2024

Oct 24, 2024
SELL
$19.04 - $21.37 $9,957 - $11,176
-523 Reduced 2.01%
25,463 $535,000
Q2 2024

Jul 18, 2024
SELL
$19.05 - $20.18 $14,058 - $14,892
-738 Reduced 2.76%
25,986 $511,000
Q1 2024

May 06, 2024
SELL
$18.88 - $20.0 $145,734 - $154,380
-7,719 Reduced 22.41%
26,724 $534,000
Q4 2023

Feb 08, 2024
SELL
$17.01 - $19.55 $122,727 - $141,053
-7,215 Reduced 17.32%
34,443 $673,000
Q2 2023

Aug 02, 2023
SELL
$17.09 - $18.5 $257,683 - $278,943
-15,078 Reduced 26.58%
41,658 $753,000
Q1 2023

May 11, 2023
BUY
$16.36 - $17.75 $66,372 - $72,011
4,057 Added 7.7%
56,736 $978,000
Q4 2022

Jan 27, 2023
BUY
$15.66 - $17.28 $241,132 - $266,077
15,398 Added 41.3%
52,679 $881,000
Q2 2022

Aug 05, 2022
SELL
$17.67 - $21.4 $75,079 - $90,928
-4,249 Reduced 10.23%
37,281 $659,000
Q1 2022

Apr 27, 2022
BUY
$18.74 - $23.48 $15,554 - $19,488
830 Added 2.04%
41,530 $866,000
Q4 2021

Feb 10, 2022
BUY
$22.26 - $23.86 $905,982 - $971,102
40,700 New
40,700 $945,000

Others Institutions Holding IFV

# of Institutions
55
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT INTE

IFV Quotes by TradingView
  • Ticker IFV
  • Sector ETFs
  • Industry ETFs
More about IFV
Track This Portfolio

Track Barnes Pettey Financial Advisors, LLC Portfolio

Follow Barnes Pettey Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnes Pettey Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Barnes Pettey Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email