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 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
544New |
$9.25K - $10.6K
|
544
$13.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
50New |
$851 - $978
|
50
$1.22K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
10.1KNew |
$179K - $191K
|
10.1K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.97% |
$82.6K - $88K
|
51.5K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
628New |
$11.1K - $11.9K
|
628
$15.3K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
768New |
$13.1K - $14.2K
|
768
$18.7K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
825New |
$13.5K - $14.6K
|
825
$20.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$16.4 - $17.8
|
10.1K
$247K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$182K - $200K
|
11.6K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482New |
$7.55K - $8.33K
|
482
$11.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
479New |
$7.5K - $8.28K
|
479
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
66New |
$1.03K - $1.14K
|
66
$1.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6New |
$94 - $104
|
6
$146
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
490New |
$7.84K - $9.23K
|
490
$11.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
271+ 0.56% |
$4.34K - $5.11K
|
48.7K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
189New |
$3.03K - $3.56K
|
189
$4.61K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67KNew |
$29.6K - $35.8K
|
1.67K
$40.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
828New |
$14.6K - $17.7K
|
828
$20.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
658New |
$11.6K - $14.1K
|
658
$16K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$1.86K - $2.25K
|
105
$2.56K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 1.41% |
$35.3 - $42.8
|
144
$3.51K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
15KNew |
$281K - $352K
|
15K
$366K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.84KNew |
$110K - $119K
|
4.84K
$118K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800New |
$18.2K - $19.6K
|
800
$19.5K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.86% |
$36.5 - $40.3
|
235
$5.73K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$18.5 - $19.8
|
1
$24.4
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
132KNew |
$2.65M - $2.83M
|
132K
$3.22M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21.1 - $21.4
|
1
$24.4
|
|