Ifp Advisors, Inc First Trust Dorsey Wright Inte Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Ifp Advisors, Inc holds 36 shares of IFV stock, worth $695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$695

% of portfolio

0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$19.05 - $20.18 $685 - $726	36 New	36 $0
Q2 2022 Sep 06, 2022	BUY	$17.67 - $21.4 $13,217 - $16,007	748 New	748 $16,000
Q2 2022 Aug 12, 2022	SELL	$17.67 - $21.4 $13,217 - $16,007	-748 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$18.74 - $23.48 $14,017 - $17,563	748 New	748 $15,000
Q3 2021 Oct 06, 2021	SELL	$22.74 - $24.52 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$23.14 - $25.12 $38,852 - $42,176	-1,679 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$22.48 - $24.55 $11,397 - $12,446	507 Added 43.26%	1,679 $39,000
Q4 2020 Jan 25, 2021	SELL	$18.48 - $22.42 $184 - $224	-10 Reduced 0.85%	1,172 $25,000
Q3 2020 Oct 29, 2020	SELL	$17.15 - $19.78 $18,350 - $21,164	-1,070 Reduced 47.51%	1,182 $22,000
Q2 2020 Aug 05, 2020	SELL	$13.23 - $17.36 $22,173 - $29,095	-1,676 Reduced 42.67%	2,252 $38,000
Q1 2020 May 12, 2020	SELL	$11.81 - $21.85 $11,266 - $20,844	-954 Reduced 19.54%	3,928 $56,000
Q4 2019 Jan 17, 2020	SELL	$18.54 - $21.33 $87,379 - $100,528	-4,713 Reduced 49.12%	4,882 $105,000
Q3 2019 Nov 07, 2019	BUY	$18.24 - $20.13 $6,548 - $7,226	359 Added 3.89%	9,595 $185,000
Q1 2019 May 15, 2019	SELL	$17.49 - $19.82 $107,248 - $121,536	-6,132 Reduced 39.9%	9,236 $178,000
Q4 2018 Jan 23, 2019	SELL	$16.87 - $20.34 $226,715 - $273,349	-13,439 Reduced 46.65%	15,368 $267,000
Q3 2018 Oct 25, 2018	SELL	$20.06 - $21.47 $1.77 Million - $1.89 Million	-88,248 Reduced 75.39%	28,807 $0
Q2 2018 Aug 07, 2018	SELL	$20.56 - $22.49 $277,786 - $303,862	-13,511 Reduced 10.35%	117,055 $0
Q1 2018 Jun 03, 2019	BUY	$21.61 - $24.22 $180,637 - $202,454	8,359 Added 6.84%	130,566 $2.91 Million
Q1 2018 May 09, 2018	SELL	$21.61 - $24.22 $180,637 - $202,454	-8,359 Reduced 6.4%	122,207 $0
Q4 2017 Jan 24, 2018	SELL	$21.4 - $22.26 $205,161 - $213,406	-9,587 Reduced 6.84%	130,566 $0
Q3 2017 Oct 30, 2017	SELL	$21.1 - $21.38 $53,889 - $54,604	-2,554 Reduced 1.79%	140,153 $3 Million
Q2 2017 Jun 03, 2019	BUY	N/A	13,864 Added 10.76%	142,707 $2.8 Million
Q1 2017 Jun 03, 2019	BUY	N/A	7,593 Added 6.26%	128,843 $2.46 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-15,069 Reduced 11.05%	121,250 $2.07 Million
Q2 2016 Jun 03, 2019	BUY	N/A	127,083 Added 1375.95%	136,319 $2.26 Million
Q1 2016 Jun 03, 2019	BUY	N/A	9,236	9,236 $178,000

Others Institutions Holding IFV

# of Institutions

Shares Held

7.23M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.1M
Shares

$40.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.1 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.5 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.41 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.18 Million
0.07% of portfolio

View Full List

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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