Purchases and Sales Made in Q2 2025 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q2 2025. 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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 44.55% |
$3.36M - $4.28M
|
606K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
144K+ 274.12% |
$2.58M - $3.29M
|
196K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.8KNew |
$1.67M - $2.13M
|
92.8K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.5KNew |
$1.38M - $1.75M
|
76.5K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.1K+ 24.92% |
$775K - $988K
|
216K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.8K+ 19.44% |
$356K - $454K
|
122K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7K+ 98.51% |
$336K - $428K
|
37.6K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 20.29% |
$274K - $349K
|
90.2K
$2.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$182K - $232K
|
10.1K
$243K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.28K+ 1.13% |
$167K - $213K
|
828K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.16K+ 8.1% |
$111K - $141K
|
82.3K
$1.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$97.9K - $125K
|
5.45K
$131K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$60.2K - $76.8K
|
3.35K
$80.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.3K+ 17.07% |
$59.2K - $75.5K
|
22.6K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 5.66% |
$33.3K - $42.4K
|
34.5K
$829K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.48K+ 5.42% |
$26.6K - $33.9K
|
28.8K
$691K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.36K+ 0.99% |
$24.4K - $31.1K
|
138K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$22.5K - $28.7K
|
1.25K
$30K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
326+ 1.05% |
$5.86K - $7.47K
|
31.5K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
181+ 0.75% |
$3.25K - $4.15K
|
24.4K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.47% |
$1.8K - $2.29K
|
6.9K
$166K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
63+ 6.72% |
$1.13K - $1.44K
|
1K
$24.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53+ 0.21% |
$953 - $1.21K
|
25.8K
$619K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-41- 1.39% |
$737 - $940
|
2.91K
$70K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-264- 1.29% |
$4.75K - $6.05K
|
20.1K
$484K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-531- 1.22% |
$9.55K - $12.2K
|
43K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-747- 7.38% |
$13.4K - $17.1K
|
9.38K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.19K- 5.07% |
$21.5K - $27.3K
|
22.3K
$537K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.53K- 2.63% |
$27.5K - $35K
|
56.5K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.96K- 4.18% |
$35.2K - $44.8K
|
44.8K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.78K- 20.91% |
$50.1K - $63.8K
|
10.5K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10K- 8.85% |
$180K - $229K
|
103K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.9K- 29.18% |
$340K - $434K
|
45.9K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.7K- 19.82% |
$893K - $1.14M
|
201K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51.1K- 13.91% |
$918K - $1.17M
|
316K
$7.59M
|