Purchases and Sales Made in Q2 2024 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 4.89% |
$348K - $368K
|
392K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$290K - $308K
|
15.2K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.8K+ 9.61% |
$282K - $299K
|
169K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.14K+ 0.91% |
$117K - $124K
|
683K
$13.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.45KNew |
$84.7K - $89.7K
|
4.45K
$88.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.87K+ 12.51% |
$73.8K - $78.2K
|
34.8K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.75K+ 6.24% |
$52.4K - $55.5K
|
46.8K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.62K+ 14.84% |
$49.9K - $52.8K
|
20.3K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.56K+ 11.72% |
$29.7K - $31.4K
|
14.8K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07KNew |
$20.3K - $21.6K
|
1.07K
$21.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
967+ 2.61% |
$18.4K - $19.5K
|
38K
$754K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
864+ 0.59% |
$16.5K - $17.4K
|
148K
$2.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 83.71% |
$12.6K - $13.4K
|
1.46K
$28.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
567New |
$10.8K - $11.4K
|
567
$11.2K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
153New |
$2.91K - $3.09K
|
153
$3.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152New |
$2.9K - $3.07K
|
152
$3.02K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 4.95% |
$1.1K - $1.17K
|
1.23K
$24.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
56+ 0.16% |
$1.07K - $1.13K
|
35.5K
$704K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36New |
$686 - $726
|
36
$714
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-43- 0.16% |
$819 - $868
|
27.6K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-73- 0.25% |
$1.39K - $1.47K
|
29.3K
$581K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-428- 10.04% |
$8.15K - $8.64K
|
3.83K
$76.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-528- 4.32% |
$10.1K - $10.7K
|
11.7K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-708- 1.48% |
$13.5K - $14.3K
|
47.3K
$938K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-738- 2.76% |
$14.1K - $14.9K
|
26K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.03K- 0.09% |
$38.6K - $40.9K
|
2.16M
$42.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.03K- 0.09% |
$38.6K - $40.9K
|
2.16M
$42.8M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.13K- 14.6% |
$40.5K - $42.9K
|
12.4K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.19K- 15.57% |
$41.7K - $44.2K
|
11.9K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 5.15% |
$51.2K - $54.2K
|
49.5K
$982K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.83K- 0.6% |
$53.9K - $57.1K
|
468K
$9.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.67K- 11.04% |
$89K - $94.3K
|
37.7K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.98K- 12.78% |
$94.8K - $100K
|
33.9K
$673K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.35K- 2.22% |
$140K - $148K
|
324K
$6.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.36K- 23.28% |
$159K - $169K
|
27.5K
$546K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.6K- 18.41% |
$164K - $174K
|
38.1K
$756K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 13.53% |
$329K - $348K
|
110K
$2.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.6K- 3.95% |
$336K - $356K
|
428K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 6.23% |
$443K - $469K
|
350K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 24.02% |
$462K - $489K
|
76.6K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.9K- 61.03% |
$512K - $543K
|
17.2K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29K- 18.12% |
$552K - $585K
|
131K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-63.7K- 5.55% |
$1.21M - $1.29M
|
1.08M
$21.5M
|