Latest Institutional Transactions on First Trust Dorsey Wright Inte (IFV)
This table provides information on the latest institutional transactions involving First Trust Dorsey Wright Inte (IFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$60.2K - $76.8K
|
3.35K
$76.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-389K- 79.23% |
$7.24M - $8.01M
|
102K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 7.88% |
$275K - $305K
|
173K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-711K- 46.5% |
$13.2M - $14.6M
|
818K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-468K- 69.63% |
$8.7M - $9.63M
|
204K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.23K- 3.69% |
$41.4K - $45.8K
|
58.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.1K- 0.97% |
$20.5K - $22.7K
|
113K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.41K+ 30.33% |
$82.1K - $90.8K
|
19K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 2.34% |
$19.9K - $22.1K
|
46.8K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-646- 1.46% |
$12K - $13.3K
|
43.5K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.59K- 20.41% |
$123K - $136K
|
25.7K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
10.1KNew |
$188K - $208K
|
10.1K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-659- 18.24% |
$12.3K - $13.6K
|
2.95K
$67.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.89K- 8.13% |
$53.8K - $59.5K
|
32.7K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13K- 14.78% |
$242K - $268K
|
75K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-937K- 71.86% |
$17.4M - $19.3M
|
367K
$8.41M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.4K- 6.96% |
$584K - $646K
|
419K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 9.56% |
$26.2K - $29K
|
13.3K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-292- 23.74% |
$5.43K - $6.01K
|
938
$21.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 15.59% |
$223K - $247K
|
64.8K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.08K- 6.27% |
$38.8K - $42.9K
|
31.1K
$713K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-173K- 40.85% |
$3.22M - $3.57M
|
251K
$5.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.17K- 26.01% |
$133K - $148K
|
20.4K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
199New |
$3.7K - $4.1K
|
199
$4.56K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-278- 1.17% |
$5.17K - $5.72K
|
23.5K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.96% |
$1.86K - $2.06K
|
10.3K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-6.68K- 26.39% |
$124K - $138K
|
18.6K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.87K+ 7.98% |
$72.1K - $79.8K
|
52.4K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
13.6K+ 11.12% |
$254K - $281K
|
136K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$352K - $389K
|
18.9K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.85K- 13.72% |
$71.7K - $79.4K
|
24.2K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.87K- 8.82% |
$34.7K - $38.4K
|
19.3K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20K+ 35.68% |
$372K - $412K
|
76.1K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-84.5K- 95.0% |
$1.57M - $1.74M
|
4.45K
$102K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263+ 0.96% |
$5.02K - $5.48K
|
27.6K
$631K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
961New |
$18.3K - $20K
|
961
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.2K- 18.49% |
$463K - $505K
|
107K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.8KNew |
$130K - $142K
|
6.8K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
517New |
$9.87K - $10.8K
|
517
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-237- 0.65% |
$4.52K - $4.94K
|
36.4K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 0.52% |
$69.5K - $75.8K
|
701K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 12.22% |
$27.6K - $30.2K
|
10.4K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.27% |
$19.1 - $20.8
|
45
$1.03K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
386New |
$7.37K - $8.04K
|
386
$8.84K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$1.56K - $1.75K
|
82
$1.88K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
556New |
$10.6K - $11.9K
|
556
$12.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
225New |
$4.28K - $4.81K
|
225
$5.15K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 9.38% |
$20.9K - $23.4K
|
10.6K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 0.6% |
$125K - $140K
|
1.09M
$25M
|
|