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 |
---|---|---|---|---|---|---|---|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.2KClosed |
$121K - $223K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-375KClosed |
$4.43M - $8.19M
|
0
$0
|
|
Q4 2019 | |||||||
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-826KClosed |
$15.3M - $17.6M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.71KClosed |
$106K - $122K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-258Closed |
$4.78K - $5.5K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.59KClosed |
$29.5K - $33.9K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-500- 27.89% |
$9.27K - $10.7K
|
1.29K
$25K
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
SELL
|
- |
-836Closed |
$15.5K - $17.8K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.8KClosed |
$274K - $316K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 20, 2019
Q3 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-2.25KClosed |
$41.1K - $45.4K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.9KClosed |
$271K - $299K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.26KClosed |
$59.4K - $65.5K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.86% |
$36.5 - $40.3
|
235
$4.55K
|
|
Oct 23, 2019
Q3 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-30KClosed |
$547K - $604K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.05KClosed |
$37.4K - $41.3K
|
0
$0
|
|
Q2 2019 | |||||||
Oct 15, 2019
Q2 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-42.2KClosed |
$781K - $836K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-363KClosed |
$6.72M - $7.18M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Sargent Investment Group, LLC
|
SELL
|
- |
-16.5KClosed |
$306K - $327K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-300Closed |
$5.55K - $5.94K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.96KClosed |
$36.3K - $38.8K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$18.5 - $19.8
|
1
$19.4
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-861Closed |
$15.9K - $17K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.2KClosed |
$265K - $301K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.42KClosed |
$59.7K - $67.7K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Wms Partners, LLC
|
SELL
|
- |
-30.4KClosed |
$531K - $602K
|
0
$0
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.61KClosed |
$116K - $131K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.8KClosed |
$249K - $300K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.48KClosed |
$24.9K - $30.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$223K - $268K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-453- 50.61% |
$7.64K - $9.21K
|
442
$8.56K
|
|
Feb 11, 2019
Q4 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-12.1KClosed |
$204K - $246K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.4KClosed |
$176K - $212K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.63KClosed |
$95K - $115K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75KClosed |
$29.5K - $35.6K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-291Closed |
$4.91K - $5.92K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Aspiriant, LLC
|
SELL
|
- |
-10.5KClosed |
$177K - $214K
|
0
$0
|
|
Jan 29, 2019
Q4 2018
|
Strid Group, LLC
|
SELL
|
- |
-103KClosed |
$1.73M - $2.09M
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.5KClosed |
$194K - $234K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-371Closed |
$6.26K - $7.55K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-8.56KClosed |
$144K - $174K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-4.24KClosed |
$71.6K - $86.3K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 15, 2018
Q3 2018
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-722Closed |
$14.5K - $15.5K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
132KNew |
$2.65M - $2.83M
|
132K
$2.55M
|
|
Nov 09, 2018
Q3 2018
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-122KClosed |
$2.45M - $2.62M
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.2KClosed |
$205K - $219K
|
0
$0
|
|
Oct 22, 2018
Q3 2018
|
Regions Financial Corp
|
SELL
|
- |
-241Closed |
$4.83K - $5.17K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4KClosed |
$49.3K - $54K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
M&T Bank Corp
|
SELL
|
- |
-11KClosed |
$227K - $248K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-24KClosed |
$493K - $539K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-52Closed |
$1.07K - $1.17K
|
0
$0
|