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
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Concurrent Investment Advisors's IFV Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2025, closing a stake of 701,093 shares — an estimated $13.4M sold.

Concurrent Investment Advisors first reported a position in IFV in Q4 2023 and held it in 5 quarters. The position peaked at $14.7M in Q3 2024. 49 funds tracked by Wall St. Rank hold IFV as of Q1 2025.

Concurrent Investment Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 701,093 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2025, an estimated $13.4M.
Concurrent Investment Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2023 and held it in 5 quarters.
Concurrent Investment Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $14.7M 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 Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.