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Disclosery

IFV FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

52 managers (53 13F filers) reported a position in IFV shares at 2024-12-31, 6,904,281 shares in all. 3 filers opened a position and 8 filers sold out during the quarter.

Managers
52
13F filers
53
New
3
Added
12
Reduced
19
Sold out
8
Shares held by filers
6,904,281

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY1,529,693$29.3M<0.01%-573,32413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,304,567$25M0.01%13F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…701,093$13.4M0.36%+3,64113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC671,681$12.9M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC491,096$9.41M0.06%+15,69713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN450,862$8.64M<0.01%-36,45113F-HRTimelineGroup
LPL Financial LLC423,832$8.12M<0.01%+6,98513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/187,853$3.6M<0.01%+14,96813F-HRTimelineGroup
Genesee Capital Advisors, LLC122,746$2.35M1.09%-2,46013F-HRTimeline
Prospera Financial Services Inc114,145$2.19M0.05%+49813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC106,859$2.05M<0.01%-24,24213F-HRTimelineGroup
UBS Group AGin group UBS Group AG87,988$1.69M<0.01%-46913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,783$1.47M<0.01%+1,75013F-HRTimeline
Kiker Wealth Management, LLC60,292$1.16M0.94%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding56,114$1.08M-767Timeline
Trueblood Wealth Management, LLC56,095$1.08M0.53%+8,99213F-HRTimeline
Cambridge Investment Research Advisors,…48,544$931K<0.01%-1213F-HRTimeline
MML INVESTORS SERVICES, LLC45,719$876K<0.01%+7913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,151$846K<0.01%-2,39313F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co36,385$697K0.05%-23713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,550$681K<0.01%-2,60013F-HRTimelineGroup
Arkadios Wealth Advisors33,228$637K0.03%+2,33313F-HRTimeline
PFG Investments, LLC28,098$539K0.03%-45313F-HRTimeline
Cetera Investment Advisers27,569$528K<0.01%-88013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,553$528K<0.01%-306,49113F-HR/ATimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC25,313$485K0.37%-15013F-HRTimeline
Cushing Capital Partners, LLC21,172$406K0.39%13F-HRTimeline
Steward Partners Investment Advisory, L…14,725$282K<0.01%+3,10513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,541$279K<0.01%-5,88513F-HRTimelineGroup
BOKF, NAin group BOKF, NA12,771$238K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC10,403$205K<0.01%-1,44813F-HRTimeline
D.A. DAVIDSON & CO.10,400$199K<0.01%-75013F-HRTimeline
Topsail Wealth Management, LLC6,800$130K0.03%13F-HRTimeline
GAMMA Investing LLC4,447$85.2K0.01%013F-HRTimeline
COMERICA BANK3,612$69.2K<0.01%-22213F-HR/ATimeline
Hexagon Capital Partners LLC3,125$59.9K0.01%013F-HRTimeline
CITY HOLDING CO1,500$28.7K<0.01%013F-HRTimeline
Element Wealth, LLC1,442$27.6K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,230$23.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,156$22.2K<0.01%-71213F-HRTimelineGroup
Park Square Financial Group, LLC961$18.4K0.01%13F-HRTimeline
Avior Wealth Management, LLC556$10.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…517$9.91K<0.01%new13F-HRTimelineGroup
MTM Investment Management, LLC406$7.78K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC386$7.4K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC90$1.73K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC90$1.73K<0.01%013F-HRTimeline
ATWOOD & PALMER INC50$959<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$882<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.45$860<0.01%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.