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 54 institutions that hold shares in the stock, with a total of 6.45 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
21,695
shares
|
$528,924
0.42% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,219
shares
|
$492,939
0.01% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,215
shares
|
$468,461
0.0% of portfolio
|
Q3 2025
Reduced 25.42%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
18,632
shares
|
$454,248
0.26% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,577
shares
|
$404,147
0.0% of portfolio
|
Q3 2025
Added 57.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
15,784
shares
|
$384,813
0.0% of portfolio
|
Q3 2025
Reduced 79.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,517
shares
|
$305,164
0.0% of portfolio
|
Q3 2025
Added 273.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,403
shares
|
$253,625
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
10,003
shares
|
$243,873
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
9,075
shares
|
$221,248
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$180,143
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
6,900
shares
|
$168,222
0.03% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,326
shares
|
$154,227
0.01% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,008
shares
|
$146,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,447
shares
|
$108,417
0.01% of portfolio
|
Q1 2025
Reduced 95.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,912
shares
|
$70,994
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,626
shares
|
$39,641
0.01% of portfolio
|
Q3 2025
Added 62.44%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$36,570
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,239
shares
|
$30,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
693
shares
|
$16,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
471
shares
|
$11,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
406
shares
|
$9,898
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
326
shares
|
$7,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
90
shares
|
$2,194
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
46
shares
|
$1,121
0.0% of portfolio
|
Q3 2023
Reduced 97.7%
|
|