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 53 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $122 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
|
$26.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
827,679
shares
|
$19.9 Million
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
606,331
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2025
Added 44.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
316,042
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$7.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
216,181
shares
|
$5.19 Million
0.0% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
200,987
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
196,105
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 274.12%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
137,747
shares
|
$3.31 Million
1.46% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
121,812
shares
|
$2.93 Million
0.02% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
103,039
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
92,844
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
90,193
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
82,272
shares
|
$1.98 Million
0.79% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
76,523
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
56,540
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
45,896
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
44,836
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
42,974
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
37,622
shares
|
$904,056
0.0% of portfolio
|
Q2 2025
Added 98.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,385
shares
|
$874,331
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
34,511
shares
|
$829,299
0.0% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
31,471
shares
|
$756,248
0.02% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
28,768
shares
|
$691,295
0.0% of portfolio
|
Q2 2025
Added 5.42%
|