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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 44.55% |
$3.36M - $4.28M
|
606K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 274.12% |
$2.58M - $3.29M
|
196K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.8KNew |
$1.67M - $2.13M
|
92.8K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.5KNew |
$1.38M - $1.75M
|
76.5K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.1K+ 24.92% |
$775K - $988K
|
216K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 19.44% |
$356K - $454K
|
122K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7K+ 98.51% |
$336K - $428K
|
37.6K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 20.29% |
$274K - $349K
|
90.2K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$182K - $232K
|
10.1K
$243K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.28K+ 1.13% |
$167K - $213K
|
828K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.16K+ 8.1% |
$111K - $141K
|
82.3K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$97.9K - $125K
|
5.45K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$60.2K - $76.8K
|
3.35K
$80.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.3K+ 17.07% |
$59.2K - $75.5K
|
22.6K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 5.66% |
$33.3K - $42.4K
|
34.5K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 5.42% |
$26.6K - $33.9K
|
28.8K
$691K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 0.99% |
$24.4K - $31.1K
|
138K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$22.5K - $28.7K
|
1.25K
$30K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
326+ 1.05% |
$5.86K - $7.47K
|
31.5K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
181+ 0.75% |
$3.25K - $4.15K
|
24.4K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.47% |
$1.8K - $2.29K
|
6.9K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 6.72% |
$1.13K - $1.44K
|
1K
$24.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53+ 0.21% |
$953 - $1.21K
|
25.8K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$352K - $389K
|
18.9K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
199New |
$3.7K - $4.1K
|
199
$4.78K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 0.52% |
$69.5K - $75.8K
|
701K
$16.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
961New |
$18.3K - $20K
|
961
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
517New |
$9.87K - $10.8K
|
517
$12.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
386New |
$7.37K - $8.04K
|
386
$9.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.27% |
$19.1 - $20.8
|
45
$1.08K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 0.6% |
$125K - $140K
|
1.09M
$26.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
556New |
$10.6K - $11.9K
|
556
$13.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
225New |
$4.28K - $4.81K
|
225
$5.41K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$1.56K - $1.75K
|
82
$1.97K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07KNew |
$20.3K - $21.6K
|
1.07K
$25.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 83.71% |
$12.6K - $13.4K
|
1.46K
$35K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
567New |
$10.8K - $11.4K
|
567
$13.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
153New |
$2.91K - $3.09K
|
153
$3.68K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$262K - $278K
|
13.9K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$93.6K - $99.1K
|
4.96K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
320New |
$6.04K - $6.4K
|
320
$7.69K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.44% |
$18.9 - $20
|
230
$5.53K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$218K - $250K
|
12.8K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.15K+ 34.79% |
$122K - $140K
|
27.7K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$21.1K - $24.2K
|
1.24K
$29.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
544New |
$9.25K - $10.6K
|
544
$13.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$851 - $978
|
50
$1.2K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$1.24M
|
|