Purchases and Sales Made in Q2 2022 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 2.56% |
$756K - $916K
|
1.71M
$34M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 2.56% |
$756K - $916K
|
1.71M
$34M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 5.33% |
$630K - $762K
|
704K
$14M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.7KNew |
$454K - $549K
|
25.7K
$509K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 18.9% |
$344K - $417K
|
123K
$2.43M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.6K+ 5.33% |
$276K - $334K
|
308K
$6.12M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 36.39% |
$244K - $296K
|
51.8K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.46K+ 3.91% |
$149K - $181K
|
225K
$4.46M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.66K+ 2.27% |
$118K - $143K
|
300K
$5.96M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.06KNew |
$107K - $130K
|
6.06K
$120K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.67K+ 27.63% |
$100K - $121K
|
26.2K
$520K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.66K+ 5.57% |
$64.7K - $78.4K
|
69.5K
$1.38M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.35K+ 2.21% |
$59.2K - $71.7K
|
155K
$3.08M
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.23KNew |
$57.1K - $69.2K
|
3.23K
$64.1K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.21KNew |
$56.8K - $68.8K
|
3.21K
$63.7K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.12K+ 1.26% |
$55K - $66.7K
|
250K
$4.95M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.39K+ 14.61% |
$42.2K - $51.1K
|
18.7K
$372K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.93K+ 15.06% |
$34.2K - $41.4K
|
14.8K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67KNew |
$29.6K - $35.8K
|
1.67K
$33.2K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
828New |
$14.6K - $17.7K
|
828
$16.4K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
755+ 10.22% |
$13.3K - $16.2K
|
8.14K
$162K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
748New |
$13.2K - $16K
|
748
$14.8K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
658New |
$11.6K - $14.1K
|
658
$13.1K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
641+ 4.6% |
$11.3K - $13.7K
|
14.6K
$289K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
559+ 23.42% |
$9.88K - $12K
|
2.95K
$58.4K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
241New |
$4.26K - $5.16K
|
241
$4.78K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
156+ 0.92% |
$2.76K - $3.34K
|
17.1K
$340K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$1.86K - $2.25K
|
105
$2.08K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6+ 1.38% |
$106 - $128
|
442
$8.77K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.41% |
$35.3 - $42.8
|
144
$2.86K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-112- 0.94% |
$1.98K - $2.4K
|
11.8K
$234K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-129- 0.38% |
$2.28K - $2.76K
|
34.1K
$677K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-229Closed |
$4.05K - $4.9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-283- 1.79% |
$5K - $6.06K
|
15.6K
$309K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-385- 0.32% |
$6.8K - $8.24K
|
121K
$2.41M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-385- 10.45% |
$6.8K - $8.24K
|
3.3K
$65.5K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-422- 13.69% |
$7.46K - $9.03K
|
2.66K
$52.8K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-551- 45.09% |
$9.74K - $11.8K
|
671
$13.3K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-735- 6.26% |
$13K - $15.7K
|
11K
$218K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-748Closed |
$13.2K - $16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-878- 2.27% |
$15.5K - $18.8K
|
37.8K
$750K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.25K- 2.52% |
$22.1K - $26.8K
|
48.4K
$960K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.36KClosed |
$24K - $29.1K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.83K- 3.43% |
$32.2K - $39.1K
|
51.4K
$1.02M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.57KClosed |
$45.5K - $55.1K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.93K- 8.56% |
$51.8K - $62.7K
|
31.3K
$621K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.1K- 4.02% |
$54.8K - $66.4K
|
74K
$1.47M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.25K- 15.24% |
$57.5K - $69.6K
|
18.1K
$359K
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 10.23% |
$75.1K - $90.9K
|
37.3K
$740K
|