IFV — FIRST TR EXCHANGE TRADED FD

Ownership history in SMITH, MOORE & CO.  ·  3 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in FIRST TR EXCHANGE TRADED FD (IFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2015 Q4)
Avg. % of fund
0.07%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,426 +19,351 +213.2% 0.05% $706K $24.83
2025 Q3 REDUCED 9,075 -7,567 -45.5% 0.02% $222K $24.33
2015 Q4 INITIATED 16,642 — — 0.15% $298K $14.49
% of Fund (quarterly)    IFV price (monthly, adj. close)

Other funds also holding IFV

As of 2025 Q4 — sorted by position size

Genesee Capital Advisors, LLC 3Y 7Y 1.01% Trueblood Wealth Management, LLC 0.89% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 0.2% Silver Grove Financial Group, Inc. 0.17% Waterfront Wealth Inc. 3Y 0.05% NewEdge Advisors, LLC 3Y 7Y 0.05% Pine Valley Investments Ltd Liability Co 0.04% Prospera Financial Services Inc 3Y 7Y 0.04% PFG Investments, LLC 0.04% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.02%
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