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 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,305
shares
|
$650,622
0.0% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
28,098
shares
|
$565,893
0.03% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,569
shares
|
$555,239
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
25,313
shares
|
$509,803
0.37% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
23,809
shares
|
$479,513
0.01% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
21,172
shares
|
$426,404
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,725
shares
|
$296,561
0.0% of portfolio
|
Q4 2024
Added 26.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,541
shares
|
$292,855
0.0% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
12,771
shares
|
$257,207
0.0% of portfolio
|
Q4 2021
Reduced 27.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,403
shares
|
$209,516
0.0% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,400
shares
|
$209,456
0.0% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,389
shares
|
$148,814
0.01% of portfolio
|
Q2 2020
Reduced 2.96%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,800
shares
|
$136,952
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,447
shares
|
$89,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,612
shares
|
$72,745
0.0% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,125
shares
|
$62,937
0.01% of portfolio
|
Q4 2022
Reduced 3.34%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,500
shares
|
$30,210
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,442
shares
|
$29,041
0.01% of portfolio
|
Q4 2023
Reduced 17.22%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,230
shares
|
$24,772
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
961
shares
|
$19,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
556
shares
|
$11,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
517
shares
|
$10,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
406
shares
|
$8,176
0.0% of portfolio
|
Q4 2021
Reduced 37.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
386
shares
|
$7,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
90
shares
|
$1,812
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|