Skip to content
Disclosery

IFV FIRST TR EXCHANGE TRADED FD

Follow

DORSEY WRIGHT (fund)

49 managers (50 13F filers) reported a position in IFV shares at 2025-09-30, 5,007,306 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
49
13F filers
50
New
7
Added
20
Reduced
11
Sold out
7
Shares held by filers
5,007,306

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,650,029$40.4M<0.01%+822,35013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN724,419$17.7M<0.01%+118,08813F-HRTimelineGroup
NewEdge Advisors, LLC529,361$13M0.06%+407,54913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC319,121$7.81M<0.01%+3,07913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/247,804$6.07M<0.01%+31,62313F-HR/ATimelineGroup
LPL Financial LLC221,355$5.42M<0.01%+20,36813F-HRTimeline
Cambridge Investment Research Advisors,…214,330$5.25M0.01%+18,22513F-HRTimeline
Genesee Capital Advisors, LLC138,113$3.38M1.47%+36613F-HRTimeline
UBS Group AGin group UBS Group AG130,424$3.19M<0.01%+40,23113F-HRTimelineGroup
Prospera Financial Services Inc102,201$2.5M0.04%-83813F-HRTimeline
Trueblood Wealth Management, LLC86,625$2.12M0.83%+4,35313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,144$1.69M<0.01%+34,63313F-HRTimelineGroup
Kiker Wealth Management, LLC55,131$1.35M0.68%-1,40913F-HRTimeline
MML INVESTORS SERVICES, LLC49,245$1.21M<0.01%+4,40913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,648$1.04M<0.01%-32613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,120$967K<0.01%+11,26613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding39,434$965K-8,668Timeline
Cetera Investment Advisers38,635$946K<0.01%+18,50213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,858$878K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co34,091$835K0.04%-1,27813F-HRTimeline
Arkadios Wealth Advisors31,551$772K0.02%+8013F-HRTimeline
PFG Investments, LLC26,897$658K0.03%+2,47213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,086$614K<0.01%-20,81013F-HRTimeline
Cushing Capital Partners, LLC21,695$531K0.42%-90513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC18,632$456K0.25%013F-HRTimeline
Steward Partners Investment Advisory, L…16,577$406K<0.01%+6,04413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,784$386K<0.01%-60,73913F-HRTimelineGroup
Farther Finance Advisors, LLC12,517$306K<0.01%+9,16713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC10,003$245K0.04%-10013F-HRTimeline
Sanctuary Advisors, LLC9,436$231K<0.01%013F-HR/ATimeline
SMITH, MOORE & CO.9,075$222K0.02%new13F-HRTimeline
Silver Grove Financial Group, Inc.8,196$201K0.19%13F-HRTimeline
Topsail Wealth Management, LLC6,900$169K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,326$155K0.01%+88013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,008$147K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,447$109K0.01%013F-HRTimeline
COMERICA BANK2,912$71.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,626$39.8K0.01%+62513F-HRTimeline
CITY HOLDING CO1,500$36.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,239$30.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC733$18K<0.01%-3413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…693$17K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC471$11.5K<0.01%new13F-HRTimelineGroup
MTM Investment Management, LLC406$9.94K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP326$7.85K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC90$2.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$1.13K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.45$1.11K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.