Latest Institutional Transactions on First Trust Dorsey Wright Inte (IFV)

IFV Quotes by TradingView

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 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-2.57K
Closed
$45.5K - $55.1K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-11.4K
Closed
$213K - $267K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-10.5K
Closed
$196K - $246K
0 $0
May 06, 2022 Q1 2022
Equitable Trust CO

BUY
 -
15K
New
$281K - $352K
15K $290K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-25K
Closed
$468K - $586K
0 $0
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-25.3K
Closed
$473K - $593K
0 $0
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-50
Closed
$937 - $1.17K
0 $0
Apr 29, 2022 Q1 2022
Tria Gen Wealth Management LLC

SELL
 -
-89.7K
Closed
$1.68M - $2.11M
0 $0
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-15.5K
Closed
$291K - $364K
0 $0
Q4 2021
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-4.93K
- 27.83%
$110K - $118K
12.8K $247K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-679
Closed
$15.1K - $16.2K
0 $0
Feb 11, 2022 Q4 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-6.63K
Closed
$147K - $158K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.72K
Closed
$38.3K - $41.1K
0 $0
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-11.5K
Closed
$257K - $276K
0 $0
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-628
Closed
$14K - $15K
0 $0
Feb 08, 2022 Q4 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-242
- 37.35%
$5.39K - $5.77K
406 $7.86K
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-58
Closed
$1.29K - $1.38K
0 $0
Jan 20, 2022 Q4 2021
G&S Capital LLC

SELL
 -
-217K
Closed
$4.82M - $5.17M
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-8.1K
Closed
$184K - $199K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.84K
New
$110K - $119K
4.84K $93.7K
Oct 27, 2021 Q3 2021
Selective Wealth Management, Inc.

BUY
 -
800
New
$18.2K - $19.6K
800 $15.5K
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-185K
Closed
$4.21M - $4.54M
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-1.64K
Closed
$38K - $41.3K
0 $0
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-627
Closed
$14.5K - $15.8K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-790
Closed
$18.3K - $19.8K
0 $0
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2021 Q2 2021
Old Mission Capital LLC

SELL
 -
-39.7K
Closed
$919K - $998K
0 $0
Jul 08, 2021 Q2 2021
Geneos Wealth Management Inc.

SELL
 -
-260
- 27.48%
$6.02K - $6.53K
686 $13.3K
Q1 2021
Sep 08, 2021 Q1 2021
J Arnold Wealth Management CO

Youngstown, OH
SELL
 -
-500
Closed
$11.2K - $12.3K
0 $0
May 14, 2021 Q1 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-36.1K
Closed
$811K - $886K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.54K
Closed
$34.6K - $37.8K
0 $0
May 13, 2021 Q1 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-12.5K
Closed
$281K - $307K
0 $0
Apr 29, 2021 Q1 2021
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-9.36K
Closed
$210K - $230K
0 $0
Q4 2020
Mar 02, 2021 Q4 2020
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-48
Closed
$887 - $1.08K
0 $0
Feb 18, 2021 Q4 2020
Truist Financial Corp

SELL
 -
-16.3K
Closed
$302K - $366K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-87
Closed
$1.61K - $1.95K
0 $0
Q3 2020
Nov 16, 2020 Q3 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-10.1K
Closed
$174K - $200K
0 $0
Nov 13, 2020 Q3 2020
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-7.62K
Closed
$131K - $151K
0 $0
Nov 04, 2020 Q3 2020
New Square Capital LLC

SELL
 -
-339
Closed
$5.81K - $6.71K
0 $0
Oct 28, 2020 Q3 2020
Dubuque Bank & Trust CO

SELL
 -
-24.6K
Closed
$421K - $486K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-466
- 2.96%
$6.17K - $8.09K
15.3K $295K
Jul 20, 2020 Q2 2020
Western Wealth Management, LLC

SELL
 -
-13.1K
Closed
$174K - $228K
0 $0
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

SELL
 -
-450
Closed
$5.95K - $7.81K
0 $0
Jul 13, 2020 Q2 2020
Ballew Advisors, Inc

SELL
 -
-10K
Closed
$132K - $174K
0 $0
Q1 2020
May 26, 2020 Q1 2020
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-2.72K
Closed
$32.1K - $59.4K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-1.06K
Closed
$12.5K - $23.1K
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-24.5K
Closed
$290K - $536K
0 $0
May 13, 2020 Q1 2020
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-11.6K
Closed
$137K - $254K
0 $0
May 11, 2020 Q1 2020
Blair William & CO

Chicago, IL
SELL
 -
-2K
Closed
$23.6K - $43.7K
0 $0

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