Purchases and Sales Made in Q1 2024 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT INTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.9KNew |
$677K - $718K
|
35.9K
$687K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.5K+ 3.01% |
$632K - $670K
|
1.15M
$22M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5K+ 157.02% |
$539K - $571K
|
46.7K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.5K+ 165.39% |
$518K - $549K
|
44.1K
$843K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 33.02% |
$473K - $501K
|
101K
$1.93M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17.7K+ 13.5% |
$334K - $353K
|
149K
$2.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$262K - $278K
|
13.9K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.33K+ 108.58% |
$138K - $147K
|
14.1K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$93.6K - $99.1K
|
4.96K
$94.8K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.94K+ 0.63% |
$55.5K - $58.8K
|
471K
$9.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 0.61% |
$51K - $54.1K
|
446K
$8.53M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.03K+ 0.09% |
$38.3K - $40.5K
|
2.16M
$41.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
792New |
$15K - $15.8K
|
792
$15.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
320New |
$6.04K - $6.4K
|
320
$6.12K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
151New |
$2.85K - $3.02K
|
151
$2.89K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.33% |
$18.9 - $20
|
44
$842
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.44% |
$18.9 - $20
|
230
$4.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-10- 16.67% |
$189 - $200
|
50
$957
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-22- 0.51% |
$415 - $440
|
4.26K
$81.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-82- 0.19% |
$1.55K - $1.64K
|
44K
$843K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-215- 15.5% |
$4.06K - $4.3K
|
1.17K
$22.4K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-619- 1.72% |
$11.7K - $12.4K
|
35.4K
$678K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-623- 0.42% |
$11.8K - $12.5K
|
147K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.26K- 3.29% |
$23.8K - $25.2K
|
37K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 3.16% |
$24K - $25.4K
|
38.9K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 3.64% |
$34.2K - $36.2K
|
48K
$918K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 14.05% |
$37.7K - $39.9K
|
12.2K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.26K- 0.48% |
$61.6K - $65.3K
|
677K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.34K- 6.02% |
$63.1K - $66.9K
|
52.2K
$998K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.42K- 9.94% |
$64.5K - $68.3K
|
31K
$593K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.58K- 10.88% |
$67.7K - $71.7K
|
29.4K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.4K- 24.85% |
$83K - $87.9K
|
13.3K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.48K- 4.63% |
$141K - $150K
|
154K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7.72K- 22.41% |
$146K - $154K
|
26.7K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.5K- 21.42% |
$218K - $231K
|
42.3K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.6K- 4.01% |
$294K - $312K
|
373K
$7.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.4K- 5.25% |
$346K - $367K
|
331K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.3K- 52.22% |
$364K - $386K
|
17.6K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.3K- 13.74% |
$384K - $406K
|
128K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23K- 43.85% |
$434K - $459K
|
29.4K
$563K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-65.2K- 70.22% |
$1.23M - $1.3M
|
27.7K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.1K- 3.06% |
$1.29M - $1.36M
|
2.16M
$41.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.1K- 3.06% |
$1.29M - $1.36M
|
2.16M
$41.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85.4K- 18.62% |
$1.61M - $1.71M
|
373K
$7.14M
|