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Barnes Pettey Financial Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Barnes Pettey Financial Advisors’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 		$442K Hold
16,424
– – 0.14% 122
2026
Q1 		$415K Hold
16,424
– – 0.18% 103
2025
Q4 		$408K Sell
16,424
-2,208
-12% -$53.8K 0.2% 91
2025
Q3 		$456K Hold
18,632
– – 0.25% 72
2025
Q2 		$427K Hold
18,632
– – 0.29% 63
2025
Q1 		$373K Sell
18,632
-6,681
-26% -$132K 0.29% 64
2024
Q4 		$485K Sell
25,313
-150
-0.6% -$2.99K 0.37% 50
2024
Q3 		$536K Sell
25,463
-523
-2% -$10.6K 0.43% 47
2024
Q2 		$511K Sell
25,986
-738
-3% -$14.6K 0.44% 43
2024
Q1 		$534K Sell
26,724
-7,719
-22% -$150K 0.46% 44
2023
Q4 		$673K Sell
34,443
-7,215
-17% -$131K 0.55% 40
2023
Q3 		$739K Hold
41,658
– – 0.68% 35
2023
Q2 		$753K Sell
41,658
-15,078
-27% -$268K 0.65% 37
2023
Q1 		$978K Buy
56,736
+4,057
+8% +$69.6K 0.93% 25
2022
Q4 		$881K Buy
52,679
+15,398
+41% +$255K 0.91% 31
2022
Q3 		$601K Hold
37,281
– – 0.82% 34
2022
Q2 		$659K Sell
37,281
-4,249
-10% -$82.9K 0.85% 31
2022
Q1 		$866K Buy
41,530
+830
+2% +$18.1K 1.05% 24
2021
Q4 		$945K Buy
+40,700
New +$941K 1.09% 20

Other funds holding IFV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Barnes Pettey Financial Advisors's IFV Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its First Trust Dorsey Wright International Focus 5 ETF (IFV) position steady in Q2 2026 at 16,424 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #122.

Barnes Pettey Financial Advisors first reported a position in IFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $978K in Q1 2023. 26 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Barnes Pettey Financial Advisors held 16,424 shares of First Trust Dorsey Wright International Focus 5 ETF worth $442K as of Q2 2026.
  • Barnes Pettey Financial Advisors left its First Trust Dorsey Wright International Focus 5 ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.14% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Barnes Pettey Financial Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $978K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.