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 56 institutions that hold shares in the stock, with a total of 7.38 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,159,682
shares
|
$42.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,147,707
shares
|
$22.6 Million
0.03% of portfolio
|
Q1 2024
Added 3.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
676,943
shares
|
$13.3 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
470,611
shares
|
$9.26 Million
0.08% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
445,900
shares
|
$8.77 Million
0.0% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
373,265
shares
|
$7.34 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
373,128
shares
|
$7.34 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
331,325
shares
|
$6.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.25%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
159,868
shares
|
$3.14 Million
0.11% of portfolio
|
Q4 2023
Reduced 18.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
154,034
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
146,858
shares
|
$2.89 Million
1.63% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
127,535
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.74%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
100,877
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Added 33.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
52,158
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$957,122
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
47,987
shares
|
$943,904
0.0% of portfolio
|
Q1 2024
Reduced 3.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
46,706
shares
|
$918,707
0.0% of portfolio
|
Q1 2024
Added 157.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
44,062
shares
|
$866,699
0.0% of portfolio
|
Q1 2024
Added 165.39%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 26, 2024 Q1 2024 |
44,038
shares
|
$866,227
0.5% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
42,327
shares
|
$832,572
0.07% of portfolio
|
Q1 2024
Reduced 21.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
38,918
shares
|
$765,517
0.0% of portfolio
|
Q1 2024
Reduced 3.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
37,047
shares
|
$728,714
0.0% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
35,883
shares
|
$705,818
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
35,404
shares
|
$696,396
0.05% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
30,973
shares
|
$609,238
0.0% of portfolio
|
Q1 2024
Reduced 9.94%
|
|