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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
90
shares
|
$1,812
0.0% of portfolio
|
Q4 2023
Reduced 35.71%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$1,007
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
46
shares
|
$926
0.0% of portfolio
|
Q3 2023
Reduced 97.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$906
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2023
Reduced 99.85%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|