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

Avior 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
2025
Q1 		– Sell
-556
Closed -$10.7K – 1497
2024
Q4 		$10.7K Hold
556
– – ﹤0.01% 1598
2024
Q3 		$11.7K Buy
+556
New +$11.2K ﹤0.01% 1503

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

Avior Wealth Management's IFV Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2025, closing a stake of 556 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in IFV in Q3 2024 and held it in 2 quarters. The position peaked at $11.7K in Q3 2024. 49 funds tracked by Wall St. Rank hold IFV as of Q1 2025.

  • Avior Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 556 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2025, an estimated $10.7K.
  • Avior Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $11.7K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.