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Disclosery

IFV FIRST TR EXCHANGE TRADED FD

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DORSEY WRIGHT (fund)

62 managers (63 13F filers) reported a position in IFV shares at 2026-03-31, 6,619,850 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
63
New
16
Added
17
Reduced
16
Sold out
3
Shares held by filers
6,619,850

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,270,775$32.1M<0.01%-410,11813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN989,106$25M<0.01%-105,72813F-HR/ATimelineGroup
NewEdge Advisors, LLC782,569$19.8M0.07%+261,75713F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC520,699$13.2M<0.01%+214,54113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,659$7.95M<0.01%+26,91913F-HRTimelineGroup
Kingsview Wealth Management, LLC299,475$7.57M0.1%new13F-HRTimeline
Prospera Financial Services Inc298,706$7.55M0.12%+202,15313F-HRTimeline
Cambridge Investment Research Advisors,…269,305$6.8M0.02%+37,42813F-HRTimeline
UBS Group AGin group UBS Group AG228,007$5.76M<0.01%+61,41213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC226,457$5.72M0.06%new13F-HRTimelineGroup
LPL Financial LLC223,106$5.64M<0.01%+13,35513F-HRTimeline
Trueblood Wealth Management, LLC95,782$2.42M0.95%+4,39013F-HRTimeline
Genesee Capital Advisors, LLC95,191$2.41M1.01%-5,82813F-HRTimeline
Virtus Wealth Solutions LLC90,094$2.28M0.43%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP81,938$2.07M<0.01%-1,33213F-HRTimelineGroup
PFG Investments, LLC79,971$2.02M0.09%+49,64913F-HRTimeline
Cetera Investment Advisers71,721$1.81M<0.01%+11,70613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,981$1.64M<0.01%new13F-HRTimelineGroup
Kiker Wealth Management, LLC47,658$1.2M0.58%new13F-HRTimeline
MML INVESTORS SERVICES, LLC44,870$1.13M<0.01%-4,97113F-HRTimeline
Steward Partners Investment Advisory, L…44,335$1.12M0.01%+26,83813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,585$1.1M<0.01%+113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding42,093$1.06M+3,008Timeline
SMITH, MOORE & CO.38,287$968K0.07%+9,86113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,760$904K<0.01%-2,60413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co33,843$855K0.04%-26613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,922$807K<0.01%-33,27213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,681$725K<0.01%+16,04013F-HRTimelineGroup
Arkadios Wealth Advisors24,951$631K0.01%-6,08113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,282$614K<0.01%-69213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,610$597K<0.01%new13F-HRTimelineGroup
Cushing Capital Partners, LLC20,663$522K0.4%-66213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC16,424$415K0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,613$344K<0.01%+1,01013F-HRTimelineGroup
Kovack Advisors, Inc.10,321$254K0.01%-84213F-HRTimeline
Waverly Advisors, LLC10,003$253K<0.01%013F-HRTimeline
Waterfront Wealth Inc.9,807$248K0.05%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC8,304$210K0.15%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,248$208K0.01%013F-HR/ATimeline
Silver Grove Financial Group, Inc.8,011$202K0.16%013F-HRTimeline
D.A. DAVIDSON & CO.8,000$202K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC7,988$202K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,201$185K<0.01%-5,85313F-HRTimeline
Topsail Wealth Management, LLC7,200$182K0.03%013F-HRTimeline
GAMMA Investing LLC4,447$112K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,880$72.8K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,960$49.5K<0.01%-2,12213F-HRTimeline
Advisory Services Network, LLC1,904$48.1K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,626$41.1K0.01%+55113F-HRTimeline
CITY HOLDING CO1,500$37.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC700$17.7K<0.01%-2213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…693$17.5K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC494$12.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC406$10.3K<0.01%013F-HRTimeline
AE Wealth Management LLC280$7.08K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC251$6.34K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC148$3.74K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC97$2.45K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC90$2.27K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management80$2.02K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46$1.16K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.46$1.16K<0.01%013F-HRTimeline