Latest Institutional Transactions on First Trust Dorsey Wright Inte (IFV)
This table provides information on the latest institutional transactions involving First Trust Dorsey Wright Inte (IFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$28.2K - $30.3K
|
1.24K
$30.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-326- 0.76% |
$7.41K - $7.98K
|
42.6K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.12K- 9.49% |
$48.2K - $51.9K
|
20.2K
$493K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$815K - $878K
|
35.9K
$874K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
822K+ 99.36% |
$18.7M - $20.1M
|
1.65M
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.6K+ 14.63% |
$719K - $774K
|
248K
$6.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
693New |
$15.8K - $17K
|
693
$16.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 39.04% |
$256K - $276K
|
40.1K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 91.9% |
$421K - $453K
|
38.6K
$942K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 9.83% |
$100K - $108K
|
49.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60.7K- 79.37% |
$1.38M - $1.49M
|
15.8K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.99% |
$2.27K - $2.45K
|
10K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
408K+ 334.57% |
$9.26M - $9.98M
|
529K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.08K+ 0.97% |
$70K - $75.4K
|
319K
$7.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 44.61% |
$914K - $985K
|
130K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 19.48% |
$2.68M - $2.89M
|
724K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.55K- 25.42% |
$149K - $160K
|
19.2K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 100.35% |
$787K - $848K
|
69.1K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.04K+ 57.38% |
$137K - $148K
|
16.6K
$404K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 10.13% |
$463K - $499K
|
221K
$5.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 9.29% |
$414K - $446K
|
214K
$5.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.08KNew |
$206K - $222K
|
9.08K
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01KNew |
$137K - $147K
|
6.01K
$146K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
625+ 62.44% |
$14.2K - $15.3K
|
1.63K
$39.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
880+ 16.16% |
$20K - $21.5K
|
6.33K
$154K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-838- 0.81% |
$19K - $20.5K
|
102K
$2.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
471New |
$10.7K - $11.5K
|
471
$11.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
326New |
$7.41K - $7.98K
|
326
$7.95K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
366+ 0.27% |
$8.32K - $8.96K
|
138K
$3.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.47K+ 10.12% |
$56.2K - $60.5K
|
26.9K
$656K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.25% |
$1.82K - $1.96K
|
31.6K
$769K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.41K- 2.49% |
$32K - $34.5K
|
55.1K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.35K+ 5.29% |
$98.9K - $107K
|
86.6K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.8K- 45.34% |
$473K - $509K
|
25.1K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-905- 4.0% |
$20.6K - $22.2K
|
21.7K
$529K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.17K+ 273.64% |
$208K - $224K
|
12.5K
$305K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7K+ 98.51% |
$336K - $428K
|
37.6K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
92.8KNew |
$1.67M - $2.13M
|
92.8K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-41- 1.39% |
$737 - $940
|
2.91K
$71K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
100+ 1.47% |
$1.8K - $2.29K
|
6.9K
$168K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-747- 7.38% |
$13.4K - $17.1K
|
9.38K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$22.5K - $28.7K
|
1.25K
$30.5K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
199New |
$3.7K - $4.1K
|
199
$4.85K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.96% |
$1.86K - $2.06K
|
10.3K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-6.68K- 26.39% |
$124K - $138K
|
18.6K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$352K - $389K
|
18.9K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-84.5K- 95.0% |
$1.57M - $1.74M
|
4.45K
$108K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
961New |
$18.3K - $20K
|
961
$23.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
517New |
$9.87K - $10.8K
|
517
$12.6K
|
|