Institutional Ownership First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,103,017
shares
|
$40.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
697,452
shares
|
$13.3 Million
0.43% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
487,313
shares
|
$9.3 Million
0.0% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
475,399
shares
|
$9.08 Million
0.07% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
416,847
shares
|
$7.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
334,044
shares
|
$6.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
172,885
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
131,101
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 760.13%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
122,746
shares
|
$2.34 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
113,647
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
88,457
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,033
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
56,095
shares
|
$1.07 Million
0.53% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$928,900
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,556
shares
|
$926,934
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
46,544
shares
|
$888,524
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
45,640
shares
|
$871,267
0.0% of portfolio
|
Q3 2024
Added 34.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
38,150
shares
|
$728,283
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
36,622
shares
|
$699,113
0.05% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
33,228
shares
|
$634,322
0.04% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,769
shares
|
$549,200
0.01% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,449
shares
|
$543,091
0.0% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,112
shares
|
$536,658
0.0% of portfolio
|
Q3 2024
Reduced 19.33%
|