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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$93.6K - $99.1K
|
4.96K
$95.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$262K - $278K
|
13.9K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.33% |
$18.9 - $20
|
44
$850
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-10- 16.67% |
$189 - $200
|
50
$966
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-50- 35.71% |
$851 - $978
|
90
$1.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-652- 99.85% |
$11.1K - $12.7K
|
1
$19.3
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.15K+ 34.79% |
$122K - $140K
|
27.7K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-50- 35.71% |
$851 - $978
|
90
$1.74K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$218K - $250K
|
12.8K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
544New |
$9.25K - $10.6K
|
544
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$21.1K - $24.2K
|
1.24K
$24K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-158- 45.27% |
$2.69K - $3.09K
|
191
$3.69K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-300- 17.22% |
$5.1K - $5.87K
|
1.44K
$27.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$851 - $978
|
50
$966
|
|
| Q3 2023 | |||||||
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.7KClosed |
$190K - $202K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
628New |
$11.1K - $11.9K
|
628
$12.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$195K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.95K- 97.7% |
$34.6K - $36.9K
|
46
$889
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.22K- 20.08% |
$72.2K - $78.1K
|
16.8K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
768New |
$13.1K - $14.2K
|
768
$14.8K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.61K- 50.0% |
$157K - $171K
|
9.61K
$186K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$16.4 - $17.8
|
10.1K
$196K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
825New |
$13.5K - $14.6K
|
825
$15.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.9K- 6.03% |
$129K - $140K
|
123K
$2.38M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
66New |
$1.03K - $1.14K
|
66
$1.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$94 - $104
|
6
$116
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482New |
$7.55K - $8.33K
|
482
$9.31K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
950+ 34.79% |
$14.9K - $16.4K
|
3.68K
$71.1K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.79% |
$4.7K - $5.18K
|
10.5K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
479New |
$7.5K - $8.28K
|
479
$9.25K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-108- 3.34% |
$1.69K - $1.87K
|
3.13K
$60.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-438- 98.65% |
$6.86K - $7.57K
|
6
$116
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
490New |
$7.84K - $9.23K
|
490
$9.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189New |
$3.03K - $3.56K
|
189
$3.65K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
271+ 0.56% |
$4.34K - $5.11K
|
48.7K
$940K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.38K- 39.2% |
$38.1K - $44.8K
|
3.69K
$71.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.74K- 54.15% |
$27.9K - $32.8K
|
1.47K
$28.5K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-750- 33.33% |
$12K - $14.1K
|
1.5K
$29K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-29.9K- 58.17% |
$479K - $563K
|
21.5K
$415K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.41% |
$35.3 - $42.8
|
144
$2.78K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-385- 10.45% |
$6.8K - $8.24K
|
3.3K
$63.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67KNew |
$29.6K - $35.8K
|
1.67K
$32.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13.4KClosed |
$236K - $286K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-229Closed |
$4.05K - $4.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.36KClosed |
$24K - $29.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.08K- 19.09% |
$143K - $173K
|
34.2K
$661K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
658New |
$11.6K - $14.1K
|
658
$12.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$1.86K - $2.25K
|
105
$2.03K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-11K- 5.89% |
$194K - $235K
|
176K
$3.4M
|
|