Purchases and Sales Made in Q3 2021 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84MNew |
$41.9M - $45.2M
|
1.84M
$36.6M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
187KNew |
$4.25M - $4.58M
|
187K
$3.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 63.26% |
$2.87M - $3.09M
|
325K
$6.46M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.6K+ 5.36% |
$1.26M - $1.36M
|
1.09M
$21.7M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.4KNew |
$852K - $918K
|
37.4K
$743K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.2K+ 278.75% |
$845K - $911K
|
50.5K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.3KNew |
$530K - $572K
|
23.3K
$463K
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.7KNew |
$402K - $434K
|
17.7K
$351K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
10.3KNew |
$235K - $254K
|
10.3K
$205K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 10.28% |
$229K - $247K
|
108K
$2.14M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.36K+ 86.11% |
$145K - $156K
|
13.8K
$273K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.89K+ 25.92% |
$111K - $120K
|
23.8K
$472K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.84KNew |
$110K - $119K
|
4.84K
$96K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.15K+ 11.09% |
$94.4K - $102K
|
41.6K
$825K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.08K+ 2.56% |
$92.7K - $100K
|
163K
$3.24M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.48K+ 31.19% |
$79.2K - $85.4K
|
14.7K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.61K+ 0.95% |
$59.4K - $64.1K
|
279K
$5.53M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.57KNew |
$58.5K - $63.1K
|
2.57K
$51.1K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.87K+ 7.2% |
$42.5K - $45.9K
|
27.9K
$553K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.72KNew |
$39.2K - $42.2K
|
1.72K
$34.2K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34K+ 0.73% |
$30.5K - $32.9K
|
186K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 22.19% |
$27.4K - $29.5K
|
6.63K
$132K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06K+ 1102.08% |
$24.1K - $25.9K
|
1.15K
$22.9K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
824+ 0.93% |
$18.7K - $20.2K
|
89.3K
$1.77M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800New |
$18.2K - $19.6K
|
800
$15.9K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
652+ 1.04% |
$14.8K - $16K
|
63.5K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
587+ 638.04% |
$13.3K - $14.4K
|
679
$13.5K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
388+ 1.12% |
$8.82K - $9.51K
|
35.2K
$697K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
349+ 3.42% |
$7.94K - $8.56K
|
10.6K
$210K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
293+ 73.25% |
$6.66K - $7.18K
|
693
$13.7K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
279New |
$6.34K - $6.84K
|
279
$5.54K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
176+ 1.57% |
$4K - $4.32K
|
11.4K
$226K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
170+ 0.76% |
$3.87K - $4.17K
|
22.7K
$450K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$2.39K - $2.57K
|
105
$2.08K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
51+ 0.43% |
$1.16K - $1.25K
|
11.9K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$750 - $809
|
33
$655
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30+ 0.06% |
$682 - $736
|
52.8K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.23% |
$22.7 - $24.5
|
430
$8.53K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2- 0.02% |
$45.5 - $49
|
11.2K
$223K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35- 0.07% |
$796 - $858
|
48.5K
$963K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-88Closed |
$2K - $2.16K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-217- 1.28% |
$4.93K - $5.32K
|
16.7K
$331K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-249- 0.52% |
$5.66K - $6.11K
|
47.4K
$940K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-267- 0.75% |
$6.07K - $6.55K
|
35.2K
$698K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-320- 1.64% |
$7.28K - $7.85K
|
19.2K
$382K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500- 7.02% |
$11.4K - $12.3K
|
6.63K
$131K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-546- 13.47% |
$12.4K - $13.4K
|
3.51K
$69.6K
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-703- 1.1% |
$16K - $17.2K
|
63.5K
$1.26M
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
SELL
|
- |
-1.35K- 0.62% |
$30.7K - $33.1K
|
217K
$4.3M
|