Latest Institutional Purchases of First Trust Dorsey Wright Inte (IFV)
This list provides information on the latest institutional transactions involving First Trust Dorsey Wright Inte (IFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.3MNew |
$24.9M - $27.2M
|
1.3M
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
672KNew |
$12.8M - $14M
|
672K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
60.3KNew |
$1.15M - $1.26M
|
60.3K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
21.2KNew |
$404K - $441K
|
21.2K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.7K+ 3.3% |
$300K - $327K
|
491K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 8.66% |
$286K - $312K
|
188K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.99K+ 19.09% |
$172K - $187K
|
56.1K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.99K+ 1.68% |
$133K - $145K
|
424K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
6.8KNew |
$130K - $142K
|
6.8K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.19K+ 14.92% |
$80K - $87.3K
|
32.3K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 0.52% |
$69.5K - $75.8K
|
701K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 26.72% |
$59.3K - $64.7K
|
14.7K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.33K+ 7.55% |
$44.5K - $48.6K
|
33.2K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 2.33% |
$33.4K - $36.5K
|
76.8K
$1.55M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
961New |
$18.3K - $20K
|
961
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
517New |
$9.87K - $10.8K
|
517
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
498+ 0.44% |
$9.51K - $10.4K
|
114K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
386New |
$7.37K - $8.04K
|
386
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79+ 0.17% |
$1.51K - $1.65K
|
45.7K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 2.27% |
$19.1 - $20.8
|
45
$911
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 0.6% |
$125K - $140K
|
1.09M
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
556New |
$10.6K - $11.9K
|
556
$11.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
225New |
$4.28K - $4.81K
|
225
$4.56K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
82New |
$1.56K - $1.75K
|
82
$1.66K
|
|
| Q2 2024 | |||||||
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.45KNew |
$84.7K - $89.7K
|
4.45K
$90.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.07KNew |
$20.3K - $21.6K
|
1.07K
$21.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 83.71% |
$12.6K - $13.4K
|
1.46K
$29.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
567New |
$10.8K - $11.4K
|
567
$11.5K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
153New |
$2.91K - $3.09K
|
153
$3.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
152New |
$2.9K - $3.07K
|
152
$3.08K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
58+ 4.95% |
$1.1K - $1.17K
|
1.23K
$24.9K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9KNew |
$262K - $278K
|
13.9K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.96KNew |
$93.6K - $99.1K
|
4.96K
$100K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
320New |
$6.04K - $6.4K
|
320
$6.48K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.44% |
$18.9 - $20
|
230
$4.66K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$218K - $250K
|
12.8K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.15K+ 34.79% |
$122K - $140K
|
27.7K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$21.1K - $24.2K
|
1.24K
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
544New |
$9.25K - $10.6K
|
544
$11K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$851 - $978
|
50
$1.01K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
628New |
$11.1K - $11.9K
|
628
$12.7K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
768New |
$13.1K - $14.2K
|
768
$15.6K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
825New |
$13.5K - $14.6K
|
825
$16.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$16.4 - $17.8
|
10.1K
$205K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482New |
$7.55K - $8.33K
|
482
$9.76K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
479New |
$7.5K - $8.28K
|
479
$9.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
66New |
$1.03K - $1.14K
|
66
$1.34K
|
|