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Disclosery

IFV FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

51 managers (52 13F filers) reported a position in IFV shares at 2025-12-31, 5,551,458 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
51
13F filers
52
New
10
Added
21
Reduced
15
Sold out
8
Shares held by filers
5,551,458

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,680,893$41.7M<0.01%+30,86413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,094,834$27.2M0.01%+370,41513F-HRTimelineGroup
NewEdge Advisors, LLC520,812$12.9M0.05%-8,54913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,158$7.6M<0.01%-12,96313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,740$7.14M<0.01%+39,93613F-HRTimelineGroup
Cambridge Investment Research Advisors,…231,877$5.76M0.02%+17,54713F-HRTimeline
LPL Financial LLC209,751$5.21M<0.01%-11,60413F-HRTimeline
UBS Group AGin group UBS Group AG166,595$4.14M<0.01%+36,17113F-HRTimelineGroup
Genesee Capital Advisors, LLC101,019$2.51M1.01%-37,09413F-HRTimeline
Prospera Financial Services Inc96,553$2.4M0.04%-5,64813F-HRTimeline
Trueblood Wealth Management, LLC91,392$2.27M0.89%+4,76713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,270$2.07M<0.01%+14,12613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,194$1.62M<0.01%+29,33613F-HRTimelineGroup
Wagner Wealth Management, Corp63,644$1.58M1.56%13F-HRTimeline
Cetera Investment Advisers60,015$1.49M<0.01%+21,38013F-HRTimeline
MML INVESTORS SERVICES, LLC49,841$1.24M<0.01%+59613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,584$1.08M<0.01%+93613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding39,085$970K-349Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,364$953K<0.01%-1,75613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co34,109$847K0.04%+1813F-HRTimeline
Arkadios Wealth Advisors31,032$771K0.02%-51913F-HRTimeline
PFG Investments, LLC30,322$753K0.04%+3,42513F-HRTimeline
SMITH, MOORE & CO.28,426$706K0.05%+19,35113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,974$620K<0.01%-11213F-HRTimeline
Cushing Capital Partners, LLC21,325$530K0.39%-37013F-HRTimeline
Steward Partners Investment Advisory, L…17,497$434K<0.01%+92013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC16,424$408K0.2%-2,20813F-HRTimeline
Farther Finance Advisors, LLC13,054$324K<0.01%+53713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,641$314K<0.01%+12,64013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,603$313K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.11,163$277K0.01%new13F-HR/ATimeline
Waterfront Wealth Inc.9,807$259K0.05%new13F-HRTimeline
Waverly Advisors, LLC10,003$248K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,248$205K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.8,011$199K0.17%-18513F-HRTimeline
Topsail Wealth Management, LLC7,200$179K0.03%+30013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,840$170K0.01%new13F-HRTimeline
GAMMA Investing LLC4,447$110K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC4,082$101K<0.01%+3,99213F-HRTimeline
COMERICA BANK2,880$71.5K<0.01%-3213F-HRTimeline
CITY HOLDING CO1,500$37.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,075$26.7K0.01%-55113F-HRTimeline
FMR LLCin group FMR LLC722$17.9K<0.01%-1113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…693$17.2K<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC494$12.8K<0.01%new13F-HRTimeline
MTM Investment Management, LLC406$10.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC319$7.92K<0.01%new13F-HRTimeline
AE Wealth Management LLC280$6.95K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…168$4.17K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$1.14K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.46$1.14K<0.01%+113F-HRTimeline