Element Wealth’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Element Wealth’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	-1,442	Closed	-$27.6K	–	215
2024 Q4	$27.6K	Hold	1,442	–	–	0.01%	216
2024 Q3	$30.3K	Hold	1,442	–	–	0.02%	210
2024 Q2	$28.4K	Hold	1,442	–	–	0.02%	207
2024 Q1	$28.8K	Hold	1,442	–	–	0.02%	204
2023 Q4	$28.2K	Sell	1,442 -300	-17%	-$5.44K	0.02%	192
2023 Q3	$30.9K	Buy	+1,742	New	+$31.8K	0.02%	181

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

Element Wealth's IFV Position: Q1 2025 in Review

Element Wealth sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2025, closing a stake of 1,442 shares — an estimated $27.6K sold.

Element Wealth first reported a position in IFV in Q3 2023 and held it in 6 quarters. The position peaked at $30.9K in Q3 2023. 49 funds tracked by Wall St. Rank hold IFV as of Q1 2025.

Element Wealth reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 1,442 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2025, an estimated $27.6K.
Element Wealth first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2023 and held it in 6 quarters.
Element Wealth's First Trust Dorsey Wright International Focus 5 ETF position peaked at $30.9K in Q3 2023.
49 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.