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Disclosery

IFV FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

57 managers (58 13F filers) reported a position in IFV shares at 2026-06-30, 7,935,711 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
57
13F filers
58
New
7
Added
22
Reduced
14
Sold out
12
Shares held by filers
7,935,711

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,655,802$44.6M<0.01%+385,02713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,215,007$32.7M0.28%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,049,578$28.3M<0.01%+60,47213F-HRTimelineGroup
NewEdge Advisors, LLC793,139$21.4M0.06%+10,57013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC518,804$14M<0.01%-1,89513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/328,521$8.85M<0.01%+13,86213F-HRTimelineGroup
UBS Group AGin group UBS Group AG328,004$8.83M<0.01%+99,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…277,712$7.48M0.02%+8,40713F-HR/ATimeline
Prospera Financial Services Inc271,646$7.32M0.11%-27,06013F-HRTimeline
LPL Financial LLC234,517$6.32M<0.01%+11,41113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC214,162$5.77M0.05%-12,29513F-HRTimelineGroup
Trueblood Wealth Management, LLC98,678$2.66M0.93%+2,89613F-HRTimeline
Genesee Capital Advisors, LLC94,459$2.54M0.8%-73213F-HRTimeline
PFG Investments, LLC85,573$2.3M0.09%+5,60213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,056$2.24M<0.01%+1,11813F-HRTimelineGroup
Cetera Investment Advisers75,549$2.03M<0.01%+3,82813F-HRTimeline
MML INVESTORS SERVICES, LLC49,405$1.33M<0.01%+4,53513F-HRTimeline
Kiker Wealth Management, LLC46,829$1.26M0.49%-82913F-HRTimeline
Steward Partners Investment Advisory, L…45,983$1.24M0.01%+1,64813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,855$1.18M<0.01%+27013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,657$1.09M<0.01%-24,32413F-HRTimelineGroup
SMITH, MOORE & CO.39,771$1.07M0.07%+1,48413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding39,650$1.07M-2,443Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,808$1.02M<0.01%+2,04813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co33,735$909K0.04%-10813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,150$704K<0.01%+12,53713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,890$697K<0.01%+1,60813F-HRTimeline
EWA, LLC23,181$624K0.11%new13F-HRTimeline
Cushing Capital Partners, LLC20,958$564K0.39%+29513F-HRTimeline
Arkadios Wealth Advisors19,021$512K0.01%-5,93013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC16,424$442K0.14%013F-HRTimeline
Kovack Advisors, Inc.10,418$280K0.01%+9713F-HRTimeline
Waverly Advisors, LLC10,003$269K<0.01%013F-HRTimeline
Waterfront Wealth Inc.9,807$255K0.04%013F-HRTimeline
&PARTNERS8,801$237K<0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC8,160$220K0.14%-14413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,057$217K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.8,011$216K0.12%013F-HRTimeline
D.A. DAVIDSON & CO.8,000$215K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC7,100$191K0.02%-10013F-HRTimeline
Farther Finance Advisors, LLC6,386$172K<0.01%-81513F-HRTimeline
GAMMA Investing LLC4,447$120K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,400$91.6K<0.01%+52013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,960$52.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,651$44.5K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,626$43.8K0.01%013F-HRTimeline
CITY HOLDING CO1,500$40.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC927$25K<0.01%+22713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…693$18.7K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC406$10.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC319$8.59K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP174$4.61K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…168$4.45K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management80$2.15K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.46$1.25K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$1.24K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%-28,68013F-HRTimelineGroupValue filed as zero, left out of ratios.