Purchases and Sales Made in Q3 2022 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.6K+ 132.21% |
$1.37M - $1.61M
|
150K
$2.88M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.4K+ 9.29% |
$1.05M - $1.23M
|
770K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
43K+ 2.51% |
$689K - $811K
|
1.76M
$33.6M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.6KNew |
$650K - $765K
|
40.6K
$778K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 8.13% |
$391K - $460K
|
325K
$6.22M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.1KNew |
$225K - $265K
|
14.1K
$269K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.39KNew |
$118K - $139K
|
7.39K
$141K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.33K+ 39.12% |
$117K - $138K
|
26.1K
$499K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.61K+ 24.76% |
$57.8K - $68.1K
|
18.2K
$348K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 2.51% |
$20.9K - $24.5K
|
53.1K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
551+ 82.12% |
$8.82K - $10.4K
|
1.22K
$23.4K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
490New |
$7.84K - $9.23K
|
490
$9.38K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
271+ 0.56% |
$4.34K - $5.11K
|
48.7K
$931K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
246+ 1.67% |
$3.94K - $4.63K
|
15K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189New |
$3.03K - $3.56K
|
189
$3.62K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
145New |
$2.32K - $2.73K
|
145
$2.78K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7+ 0.04% |
$112 - $132
|
18.1K
$347K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.45% |
$32 - $37.7
|
444
$8.5K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33- 0.19% |
$528 - $622
|
17.1K
$327K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-100- 34.36% |
$1.6K - $1.88K
|
191
$3.66K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-215- 7.3% |
$3.44K - $4.05K
|
2.73K
$52.3K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-250- 2.27% |
$4K - $4.71K
|
10.8K
$206K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-317- 2.92% |
$5.08K - $5.97K
|
10.5K
$202K
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-350- 44.3% |
$5.6K - $6.59K
|
440
$8.42K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-750- 33.33% |
$12K - $14.1K
|
1.5K
$28.7K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 10.19% |
$18.4K - $21.7K
|
10.1K
$194K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 0.36% |
$24K - $28.2K
|
410K
$7.85M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.52K- 2.06% |
$24.4K - $28.7K
|
72.5K
$1.39M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 1.27% |
$24.6K - $28.9K
|
120K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.63K- 4.77% |
$26.1K - $30.7K
|
32.5K
$622K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.74K- 54.15% |
$27.9K - $32.8K
|
1.47K
$28.2K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.98K- 74.41% |
$31.7K - $37.3K
|
681
$13K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 1.45% |
$36K - $42.4K
|
153K
$2.93M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.38K- 39.2% |
$38.1K - $44.8K
|
3.69K
$70.6K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.93K- 11.2% |
$47K - $55.3K
|
23.3K
$445K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.13K- 8.28% |
$50.1K - $59K
|
34.7K
$664K
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.7K- 11.82% |
$59.3K - $69.7K
|
27.6K
$529K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.87K- 2.16% |
$77.9K - $91.7K
|
220K
$4.21M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.45K- 9.28% |
$103K - $121K
|
63K
$1.21M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.64K- 2.8% |
$138K - $163K
|
300K
$5.74M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.48K- 17.61% |
$152K - $179K
|
44.4K
$849K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24KClosed |
$384K - $451K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-29.9K- 58.17% |
$479K - $563K
|
21.5K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-32.8K- 24.63% |
$525K - $618K
|
100K
$1.92M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34K- 9.53% |
$545K - $641K
|
323K
$6.18M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.1K- 32.73% |
$642K - $756K
|
82.4K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63K- 25.26% |
$1.01M - $1.19M
|
187K
$3.57M
|