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Disclosery

IFV FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

49 managers (50 13F filers) reported a position in IFV shares at 2025-03-31, 3,377,568 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
50
New
3
Added
6
Reduced
27
Sold out
6
Shares held by filers
3,377,568

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY818,395$16.4M<0.01%-711,29813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN419,470$8.39M<0.01%-31,39213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC367,098$7.34M<0.01%-937,46913F-HRTimelineGroup
LPL Financial LLC250,676$5.01M<0.01%-173,15613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC203,959$4.08M<0.01%-467,72213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173,054$3.46M<0.01%-14,79913F-HRTimelineGroup
Genesee Capital Advisors, LLC136,391$2.73M1.36%+13,64513F-HRTimeline
Prospera Financial Services Inc113,042$2.26M0.05%-1,10313F-HRTimeline
NewEdge Advisors, LLC101,988$2.04M0.01%-389,10813F-HRTimeline
Trueblood Wealth Management, LLC76,110$1.52M0.71%+20,01513F-HRTimeline
UBS Group AGin group UBS Group AG74,980$1.5M<0.01%-13,00813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC64,811$1.3M<0.01%-11,97213F-HRTimeline
Kiker Wealth Management, LLC58,067$1.16M0.79%-2,22513F-HRTimeline
Cambridge Investment Research Advisors,…52,418$1.05M<0.01%+3,87413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding49,242$985K-6,872Timeline
MML INVESTORS SERVICES, LLC46,791$936K<0.01%+1,07213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,505$870K<0.01%-64613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co35,955$719K0.05%-43013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,661$653K<0.01%-2,88913F-HRTimelineGroup
Arkadios Wealth Advisors31,145$623K0.02%-2,08313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,290$546K<0.01%-26313F-HRTimelineGroup
PFG Investments, LLC24,244$485K0.03%-3,85413F-HRTimeline
Cetera Investment Advisers20,397$408K<0.01%-7,17213F-HRTimeline
Cushing Capital Partners, LLC19,305$386K0.35%-1,86713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,952$379K<0.01%+4,41113F-HRTimelineGroup
True Link Financial Advisors, LLC18,912$378K0.03%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC18,632$373K0.29%-6,68113F-HRTimeline
Steward Partners Investment Advisory, L…13,317$266K<0.01%-1,40813F-HRTimeline
BOKF, NAin group BOKF, NA12,771$255K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC10,591$212K<0.01%+18813F-HRTimeline
D.A. DAVIDSON & CO.10,300$206K<0.01%-10013F-HRTimeline
Freedom Investment Management, Inc.10,123$202K0.02%new13F-HRTimeline
Topsail Wealth Management, LLC6,800$136K0.03%013F-HRTimeline
GAMMA Investing LLC4,447$88.9K0.01%013F-HR/ATimeline
Hexagon Capital Partners LLC3,125$62.5K0.01%013F-HRTimeline
COMERICA BANK2,953$59.1K<0.01%-65913F-HRTimeline
CITY HOLDING CO1,500$30K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC989$19.8K<0.01%-16713F-HRTimelineGroup
Park Square Financial Group, LLC961$19.2K0.02%013F-HRTimeline
Founders Financial Alliance, LLC938$18.8K<0.01%-29213F-HRTimeline
MTM Investment Management, LLC406$8.11K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC386$7.72K<0.01%013F-HRTimeline
IFP Advisors, Inc199$3.98K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC90$1.8K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC90$1.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$920<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.45$897<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.