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 54 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
818,395
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
419,470
shares
|
$8.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
367,098
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
250,676
shares
|
$5.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
203,959
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
173,054
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
136,391
shares
|
$2.83 Million
1.4% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
113,042
shares
|
$2.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
101,988
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
88,940
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
76,110
shares
|
$1.58 Million
0.71% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
74,980
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
64,811
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
58,067
shares
|
$1.2 Million
0.79% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,418
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
46,791
shares
|
$970,445
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
43,505
shares
|
$902,293
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,385
shares
|
$754,624
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
32,661
shares
|
$677,389
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
31,145
shares
|
$645,947
0.03% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
27,290
shares
|
$565,994
0.0% of portfolio
|
Q1 2025
Reduced 91.76%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
25,711
shares
|
$533,246
0.0% of portfolio
|
Q1 2025
Reduced 20.41%
|