Steward Partners Investment Advisory, LLC First Trust Dorsey Wright Inte Transaction History

Steward Partners Investment Advisory, LLC

  • $12.3 Billion
  • Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,533 shares of IFV stock, worth $253,107. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,533
Previous 13,317 20.91%
Holding current value
$253,107
Previous $266,000 9.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
$17.98 - $22.92 $50,056 - $63,809
-2,784 Reduced 20.91%
10,533 $241,000
Q1 2025

May 13, 2025
SELL
$18.61 - $20.59 $26,202 - $28,990
-1,408 Reduced 9.56%
13,317 $266,000
Q4 2024

Feb 06, 2025
BUY
$19.09 - $20.83 $59,274 - $64,677
3,105 Added 26.72%
14,725 $282,000
Q3 2024

Nov 14, 2024
SELL
$19.04 - $21.37 $5,026 - $5,641
-264 Reduced 2.22%
11,620 $244,000
Q2 2024

Aug 08, 2024
SELL
$19.05 - $20.18 $41,738 - $44,214
-2,191 Reduced 15.57%
11,884 $233,000
Q1 2024

May 15, 2024
BUY
$18.88 - $20.0 $138,333 - $146,540
7,327 Added 108.58%
14,075 $281,000
Q1 2023

May 15, 2023
BUY
$16.36 - $17.75 $110,397 - $119,777
6,748 New
6,748 $116,000
Q4 2021

Feb 08, 2022
BUY
$22.26 - $23.86 $95,428 - $102,287
4,287 Added 618.61%
4,980 $116,000
Q3 2021

Nov 12, 2021
BUY
$22.74 - $24.52 $6,662 - $7,184
293 Added 73.25%
693 $16,000
Q1 2021

May 14, 2021
BUY
$22.48 - $24.55 $2,248 - $2,455
100 Added 33.33%
400 $9,000
Q4 2020

Feb 11, 2021
BUY
$18.48 - $22.42 $5,544 - $6,726
300 New
300 $7,000
Q3 2019

Oct 30, 2019
SELL
$18.24 - $20.13 $2,735 - $3,019
-150 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
$18.5 - $19.79 $2,775 - $2,968
150 New
150 $2,000
Q4 2018

Jan 15, 2019
SELL
$16.87 - $20.34 $112,033 - $135,077
-6,641 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
$20.06 - $21.47 $22,066 - $23,617
-1,100 Reduced 14.21%
6,641 $134,000
Q2 2018

Jul 20, 2018
SELL
$20.56 - $22.49 $8,224 - $8,996
-400 Reduced 4.91%
7,741 $161,000
Q4 2017

Jan 19, 2018
BUY
$21.4 - $22.26 $25,145 - $26,155
1,175 Added 16.87%
8,141 $181,000
Q3 2017

Nov 22, 2017
BUY
$21.1 - $21.38 $146,982 - $148,933
6,966
6,966 $148,000

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
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