Institutional Ownership First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,157,656
shares
|
$42.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,090,559
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
697,452
shares
|
$13.8 Million
0.43% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
467,782
shares
|
$9.28 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
428,273
shares
|
$8.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
391,512
shares
|
$7.77 Million
0.0% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
349,867
shares
|
$6.94 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
304,851
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
168,832
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2024
Added 9.61%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
130,901
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2024
Added 13.5%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
125,206
shares
|
$2.48 Million
1.3% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
110,278
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,033
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
48,659
shares
|
$965,394
0.03% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,556
shares
|
$963,351
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
47,279
shares
|
$938,015
0.0% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
47,103
shares
|
$934,523
0.5% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
38,107
shares
|
$756,042
0.0% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
38,014
shares
|
$754,197
0.0% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
35,460
shares
|
$703,526
0.05% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
34,847
shares
|
$691,364
0.0% of portfolio
|
Q2 2024
Added 12.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
33,943
shares
|
$673,429
0.0% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
30,895
shares
|
$612,956
0.04% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
29,292
shares
|
$581,153
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
28,551
shares
|
$566,451
0.04% of portfolio
|
Q3 2024
Added 3.37%
|