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

Brass Tax 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
Q3 		$245K Sell
10,003
-100
-1% -$2.37K 0.04% 208
2025
Q2 		$232K Buy
+10,103
New +$215K 0.04% 203

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brass Tax Wealth Management's IFV Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 0.99% in Q3 2025, selling an estimated $2.37K and leaving 10,003 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #208.

Brass Tax Wealth Management first reported a position in IFV in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IFV as of Q3 2025.

  • Brass Tax Wealth Management held 10,003 shares of First Trust Dorsey Wright International Focus 5 ETF worth $245K as of Q3 2025.
  • Brass Tax Wealth Management sold 100 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2025, an estimated $2.37K.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #208 holding.
  • Brass Tax Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.