Concurrent Investment Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Concurrent Investment 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	$32.7M	Buy	+1,215,007	New	+$33.3M	0.28%	68
2025 Q1	–	Sell	-701,093	Closed	-$13.4M	–	1287
2024 Q4	$13.4M	Buy	701,093 +3,641	+0.5%	+$72.5K	0.36%	59
2024 Q3	$14.7M	Buy	697,452 +14,374	+2%	+$290K	0.43%	50
2024 Q2	$13.4M	Buy	683,078 +6,135	+0.9%	+$121K	0.44%	50
2024 Q1	$13.5M	Sell	676,943 -3,264	-0.5%	-$63.6K	0.55%	41
2023 Q4	$13.3M	Buy	+680,207	New	+$12.3M	0.63%	32

Other funds holding IFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Concurrent Investment Advisors's IFV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2026: 1,215,007 shares worth $32.7M. The stake represents 0.28% of the portfolio and ranks #68 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in IFV as recently as Q4 2024.

Concurrent Investment Advisors first reported a position in IFV in Q4 2023 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Concurrent Investment Advisors held 1,215,007 shares of First Trust Dorsey Wright International Focus 5 ETF worth $32.7M as of Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF was a new Concurrent Investment Advisors position in Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF made up 0.28% of Concurrent Investment Advisors's portfolio in Q2 2026, its #68 holding.
Concurrent Investment Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2023 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.