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AE Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

AE Wealth Management’s Portfolio IFV Stock Details IFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-280
Closed -$7.08K – 2724
2026
Q1 		$7.08K Hold
280
– – ﹤0.01% 2325
2025
Q4 		$6.95K Buy
+280
New +$6.83K ﹤0.01% 2189

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's IFV Position: Q2 2026 in Review

AE Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2026, closing a stake of 280 shares — an estimated $7.08K sold.

AE Wealth Management first reported a position in IFV in Q4 2025 and held it in 2 quarters. The position peaked at $7.08K in Q1 2026. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • AE Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 280 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2026, an estimated $7.08K.
  • AE Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2025 and held it in 2 quarters.
  • AE Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $7.08K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.