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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 2025-06-30, 3,629,340 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
50
New
7
Added
17
Reduced
15
Sold out
7
Shares held by filers
3,629,340

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY827,679$19M<0.01%+9,28413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN606,331$13.9M<0.01%+186,86113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC316,042$7.24M<0.01%-51,05613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/216,181$4.95M<0.01%+43,12713F-HRTimelineGroup
LPL Financial LLC200,987$4.61M<0.01%-49,68913F-HRTimeline
Cambridge Investment Research Advisors,…196,105$4.5M0.01%+143,68713F-HRTimeline
Genesee Capital Advisors, LLC137,747$3.16M1.42%+1,35613F-HRTimeline
NewEdge Advisors, LLC121,812$2.79M0.01%+19,82413F-HRTimeline
Prospera Financial Services Inc103,039$2.36M0.04%-10,00313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,844$2.13M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG90,193$2.07M<0.01%+15,21313F-HRTimelineGroup
Trueblood Wealth Management, LLC82,272$1.89M0.79%+6,16213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,523$1.75M<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC56,540$1.3M0.73%-1,52713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,102$1.1M-1,140Timeline
COMMONWEALTH EQUITY SERVICES, LLC45,896$1.05M<0.01%-18,91513F-HRTimeline
MML INVESTORS SERVICES, LLC44,836$1.03M<0.01%-1,95513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,974$985K<0.01%-53113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,622$862K<0.01%+18,67013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co35,369$811K0.05%-58613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,511$791K<0.01%+1,85013F-HRTimelineGroup
Arkadios Wealth Advisors31,471$721K0.02%+32613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,854$661K<0.01%+1,56413F-HR/ATimelineGroup
PFG Investments, LLC24,425$560K0.03%+18113F-HRTimeline
Cushing Capital Partners, LLC22,600$518K0.44%+3,29513F-HRTimeline
Cetera Investment Advisers20,133$461K<0.01%-26413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC18,632$427K0.29%013F-HRTimeline
Steward Partners Investment Advisory, L…10,533$241K<0.01%-2,78413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,103$232K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC9,436$216K<0.01%-1,15513F-HRTimeline
Freedom Investment Management, Inc.9,376$215K0.02%-74713F-HRTimeline
Topsail Wealth Management, LLC6,900$158K0.03%+10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,446$125K0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,447$102K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,350$76.8K<0.01%new13F-HRTimeline
COMERICA BANK2,912$66.7K<0.01%-4113F-HRTimeline
CITY HOLDING CO1,500$34.4K<0.01%013F-HRTimeline
Creative Capital Management Investments…1,250$28.6K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,001$22.9K0.01%+6313F-HRTimeline
Park Square Financial Group, LLC961$22K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO960$22K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC767$17.6K<0.01%-22213F-HRTimelineGroup
MTM Investment Management, LLC406$9.31K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC90$2.06K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC90$2.06K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$1.05K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.45$1.04K<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.