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 60 institutions that hold shares in the stock, with a total of 7.2 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,157,656
shares
|
$45.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,084,005
shares
|
$23 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.55%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
683,078
shares
|
$14.5 Million
0.44% of portfolio
|
Q2 2024
Added 0.91%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
467,782
shares
|
$9.95 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
428,273
shares
|
$9.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
391,512
shares
|
$8.32 Million
0.0% of portfolio
|
Q2 2024
Added 4.89%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
349,867
shares
|
$7.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
323,974
shares
|
$6.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
168,832
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2024
Added 9.61%
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
147,722
shares
|
$3.14 Million
1.45% of portfolio
|
Q2 2024
Added 0.59%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
130,901
shares
|
$2.78 Million
0.07% of portfolio
|
Q1 2024
Added 13.5%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
110,278
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
76,642
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.02%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
49,471
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
47,279
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
46,787
shares
|
$994,691
0.52% of portfolio
|
Q2 2024
Added 6.24%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
38,107
shares
|
$810,154
0.0% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
38,014
shares
|
$808,177
0.0% of portfolio
|
Q2 2024
Added 2.61%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
37,653
shares
|
$800,502
0.05% of portfolio
|
Q2 2024
Reduced 11.04%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
35,460
shares
|
$753,879
0.05% of portfolio
|
Q2 2024
Added 0.16%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
34,847
shares
|
$740,847
0.0% of portfolio
|
Q2 2024
Added 12.51%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
33,943
shares
|
$721,628
0.0% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
29,292
shares
|
$622,747
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
27,619
shares
|
$587,179
0.04% of portfolio
|
Q2 2024
Reduced 0.16%
|