Latest Institutional Purchases of First Trust Dorsey Wright Inte (IFV)
This list provides information on the latest institutional transactions involving First Trust Dorsey Wright Inte (IFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.9KNew |
$677K - $718K
|
35.9K
$706K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.5K+ 3.01% |
$632K - $670K
|
1.15M
$22.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 157.02% |
$539K - $571K
|
46.7K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.5K+ 165.39% |
$518K - $549K
|
44.1K
$867K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 33.02% |
$473K - $501K
|
101K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$262K - $278K
|
13.9K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.33K+ 108.58% |
$138K - $147K
|
14.1K
$277K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$93.6K - $99.1K
|
4.96K
$97.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.94K+ 0.63% |
$55.5K - $58.8K
|
471K
$9.26M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 0.61% |
$51K - $54.1K
|
446K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
792New |
$15K - $15.8K
|
792
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
320New |
$6.04K - $6.4K
|
320
$6.29K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.44% |
$18.9 - $20
|
230
$4.52K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.33% |
$18.9 - $20
|
44
$865
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$218K - $250K
|
12.8K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.15K+ 34.79% |
$122K - $140K
|
27.7K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$21.1K - $24.2K
|
1.24K
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
544New |
$9.25K - $10.6K
|
544
$10.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$851 - $978
|
50
$984
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
628New |
$11.1K - $11.9K
|
628
$12.4K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
768New |
$13.1K - $14.2K
|
768
$15.1K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
825New |
$13.5K - $14.6K
|
825
$16.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$16.4 - $17.8
|
10.1K
$199K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
950+ 34.79% |
$15K - $16.4K
|
3.68K
$72.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482New |
$7.59K - $8.33K
|
482
$9.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
479New |
$7.54K - $8.28K
|
479
$9.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
66New |
$1.04K - $1.14K
|
66
$1.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$94.4 - $104
|
6
$118
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
490New |
$8.11K - $9.23K
|
490
$9.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
271+ 0.56% |
$4.49K - $5.11K
|
48.7K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189New |
$3.13K - $3.56K
|
189
$3.72K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67KNew |
$29.6K - $35.8K
|
1.67K
$32.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
828New |
$14.6K - $17.7K
|
828
$16.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
748New |
$13.2K - $16K
|
748
$14.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
658New |
$11.6K - $14.1K
|
658
$12.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$1.86K - $2.25K
|
105
$2.07K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
15KNew |
$281K - $352K
|
15K
$295K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.84KNew |
$110K - $119K
|
4.84K
$95.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800New |
$18.2K - $19.6K
|
800
$15.7K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.86% |
$36.5 - $40.3
|
235
$4.62K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$18.5 - $19.8
|
1
$19.7
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
132KNew |
$2.65M - $2.83M
|
132K
$2.6M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $21.4
|
1
$19.7
|
|