Kestra Private Wealth Services, LLC First Trust Dorsey Wright Inte Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 22,338 shares of IFV stock, worth $531,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,338
Previous 23,531 5.07%
Holding current value
$531,867
Previous $470,000 8.72%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$17.98 - $22.92 $21,450 - $27,343
-1,193 Reduced 5.07%
22,338 $511,000
Q1 2025

May 05, 2025
SELL
$18.61 - $20.59 $5,173 - $5,724
-278 Reduced 1.17%
23,531 $470,000
Q4 2024

Jan 28, 2025
SELL
$19.09 - $20.83 $94,686 - $103,316
-4,960 Reduced 17.24%
23,809 $456,000
Q3 2024

Nov 13, 2024
SELL
$19.04 - $21.37 $9,957 - $11,176
-523 Reduced 1.79%
28,769 $605,000
Q2 2024

Aug 12, 2024
SELL
$19.05 - $20.18 $1,390 - $1,473
-73 Reduced 0.25%
29,292 $576,000
Q1 2024

May 02, 2024
SELL
$18.88 - $20.0 $67,665 - $71,680
-3,584 Reduced 10.88%
29,365 $587,000
Q4 2023

Feb 05, 2024
SELL
$17.01 - $19.55 $54,959 - $63,166
-3,231 Reduced 8.93%
32,949 $643,000
Q3 2023

Nov 07, 2023
BUY
$17.7 - $18.87 $50,834 - $54,194
2,872 Added 8.62%
36,180 $641,000
Q2 2023

Aug 08, 2023
SELL
$17.09 - $18.5 $16,679 - $18,056
-976 Reduced 2.85%
33,308 $602,000
Q1 2023

May 12, 2023
SELL
$16.36 - $17.75 $97,374 - $105,648
-5,952 Reduced 14.79%
34,284 $591,000
Q4 2022

Jan 31, 2023
BUY
$15.66 - $17.28 $121,036 - $133,557
7,729 Added 23.78%
40,236 $673,000
Q3 2022

Nov 14, 2022
SELL
$16.01 - $18.84 $26,096 - $30,709
-1,630 Reduced 4.77%
32,507 $524,000
Q2 2022

Aug 12, 2022
SELL
$17.67 - $21.4 $2,279 - $2,760
-129 Reduced 0.38%
34,137 $603,000
Q1 2022

May 26, 2022
BUY
$18.74 - $23.48 $26,179 - $32,801
1,397 Added 4.25%
34,266 $714,000
Q4 2021

Jan 21, 2022
SELL
$22.26 - $23.86 $51,064 - $54,734
-2,294 Reduced 6.52%
32,869 $763,000
Q3 2021

Oct 21, 2021
SELL
$22.74 - $24.52 $6,071 - $6,546
-267 Reduced 0.75%
35,163 $799,000
Q2 2021

Jul 30, 2021
SELL
$23.14 - $25.12 $20,270 - $22,005
-876 Reduced 2.41%
35,430 $873,000
Q1 2021

May 11, 2021
SELL
$22.48 - $24.55 $75,622 - $82,586
-3,364 Reduced 8.48%
36,306 $833,000
Q4 2020

Jan 21, 2021
SELL
$18.48 - $22.42 $69,909 - $84,814
-3,783 Reduced 8.71%
39,670 $889 Million
Q3 2020

Nov 09, 2020
BUY
$17.15 - $19.78 $745,218 - $859,500
43,453 New
43,453 $816,000

Others Institutions Holding IFV

# of Institutions
52
Shares Held
4.87M
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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email