Purchases and Sales Made in Q3 2025 in First Trust Dorsey Wright Inte (IFV)
This table provides information about the institutional ownership of First Trust Dorsey Wright Inte (IFV) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST DORSEY WRIGHT INTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
822K+ 99.36% |
$18.7M - $20.1M
|
1.65M
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
408K+ 334.57% |
$9.26M - $9.98M
|
529K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 19.48% |
$2.68M - $2.89M
|
724K
$17.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
40.2K+ 44.61% |
$914K - $985K
|
130K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9KNew |
$815K - $878K
|
35.9K
$874K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.6K+ 100.35% |
$787K - $848K
|
69.1K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.6K+ 14.63% |
$719K - $774K
|
248K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 10.13% |
$463K - $499K
|
221K
$5.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 91.9% |
$421K - $453K
|
38.6K
$942K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.2K+ 9.29% |
$414K - $446K
|
214K
$5.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 39.04% |
$256K - $276K
|
40.1K
$978K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.17K+ 273.64% |
$208K - $224K
|
12.5K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.08KNew |
$206K - $222K
|
9.08K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.04K+ 57.38% |
$137K - $148K
|
16.6K
$404K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.01KNew |
$137K - $147K
|
6.01K
$146K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 9.83% |
$100K - $108K
|
49.2K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.35K+ 5.29% |
$98.9K - $107K
|
86.6K
$2.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.08K+ 0.97% |
$70K - $75.4K
|
319K
$7.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.47K+ 10.12% |
$56.2K - $60.5K
|
26.9K
$656K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24KNew |
$28.2K - $30.3K
|
1.24K
$30.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
880+ 16.16% |
$20K - $21.5K
|
6.33K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
693New |
$15.8K - $17K
|
693
$16.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
625+ 62.44% |
$14.2K - $15.3K
|
1.63K
$39.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
471New |
$10.7K - $11.5K
|
471
$11.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
366+ 0.27% |
$8.32K - $8.96K
|
138K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
326New |
$7.41K - $7.98K
|
326
$7.95K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80+ 0.25% |
$1.82K - $1.96K
|
31.6K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.99% |
$2.27K - $2.45K
|
10K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-326- 0.76% |
$7.41K - $7.98K
|
42.6K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-838- 0.81% |
$19K - $20.5K
|
102K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-905- 4.0% |
$20.6K - $22.2K
|
21.7K
$529K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.41K- 2.49% |
$32K - $34.5K
|
55.1K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.12K- 9.49% |
$48.2K - $51.9K
|
20.2K
$493K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.55K- 25.42% |
$149K - $160K
|
19.2K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.8K- 45.34% |
$473K - $509K
|
25.1K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60.7K- 79.37% |
$1.38M - $1.49M
|
15.8K
$385K
|
|