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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$226K - $253K
|
11.9K
$233K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.16K+ 3.28% |
$22.1K - $24.8K
|
36.6K
$719K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 34.46% |
$223K - $250K
|
45.6K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.62K+ 1.63% |
$145K - $163K
|
475K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.05K+ 2.4% |
$77.2K - $86.6K
|
173K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-264- 2.22% |
$5.03K - $5.64K
|
11.6K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.6K- 2.53% |
$1.04M - $1.17M
|
2.1M
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-735- 1.55% |
$14K - $15.7K
|
46.5K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.8K- 19.79% |
$415K - $466K
|
88.5K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 46.4% |
$337K - $378K
|
20.4K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
116K+ 760.13% |
$2.21M - $2.48M
|
131K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
136+ 0.36% |
$2.59K - $2.91K
|
38.2K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
921+ 3.35% |
$17.5K - $19.7K
|
28.4K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 34.31% |
$97K - $109K
|
9.75K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 4.52% |
$301K - $338K
|
334K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-523- 1.79% |
$9.96K - $11.2K
|
28.8K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.8K+ 24.47% |
$1.82M - $2.05M
|
487K
$9.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.74K- 19.33% |
$128K - $144K
|
28.1K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.28K- 10.26% |
$24.3K - $27.2K
|
11.2K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
556New |
$10.6K - $11.9K
|
556
$10.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 2.67% |
$218K - $244K
|
417K
$8.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$1.56K - $1.75K
|
82
$1.61K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.3K- 13.18% |
$329K - $369K
|
114K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
225New |
$4.28K - $4.81K
|
225
$4.41K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.4K+ 2.1% |
$274K - $307K
|
697K
$13.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-915- 1.85% |
$17.4K - $19.6K
|
48.6K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-523- 2.01% |
$9.96K - $11.2K
|
25.5K
$500K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.76K- 17.95% |
$129K - $144K
|
30.9K
$606K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
316+ 0.68% |
$6.02K - $6.75K
|
47.1K
$924K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
932+ 3.37% |
$17.7K - $19.9K
|
28.6K
$560K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 9.38% |
$20.9K - $23.4K
|
10.6K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 15.24% |
$429K - $481K
|
125K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 0.6% |
$125K - $140K
|
1.09M
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 2.1% |
$30.6K - $34.4K
|
75K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 5.9% |
$364K - $409K
|
305K
$5.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 4.95% |
$1.1K - $1.17K
|
1.23K
$24.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 83.71% |
$12.6K - $13.4K
|
1.46K
$28.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-428- 10.04% |
$8.15K - $8.64K
|
3.83K
$75.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.62K+ 14.84% |
$49.9K - $52.8K
|
20.3K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.9K- 61.03% |
$512K - $543K
|
17.2K
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
153New |
$2.91K - $3.09K
|
153
$3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152New |
$2.9K - $3.07K
|
152
$2.98K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07KNew |
$20.3K - $21.6K
|
1.07K
$21K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36New |
$686 - $726
|
36
$706
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
567New |
$10.8K - $11.4K
|
567
$11.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.45KNew |
$84.7K - $89.7K
|
4.45K
$87.3K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23K- 43.85% |
$434K - $459K
|
29.4K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
320New |
$6.04K - $6.4K
|
320
$6.28K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.44% |
$18.9 - $20
|
230
$4.51K
|
|