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

Elevation Wealth Partners’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
Q2 		– Sell
-386
Closed -$7.72K – 497
2025
Q1 		$7.72K Hold
386
– – ﹤0.01% 382
2024
Q4 		$7.4K Buy
+386
New +$7.69K ﹤0.01% 388

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
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 $38.8B AUM 21.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Elevation Wealth Partners's IFV Position: Q2 2025 in Review

Elevation Wealth Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2025, closing a stake of 386 shares — an estimated $7.72K sold.

Elevation Wealth Partners first reported a position in IFV in Q4 2024 and held it in 2 quarters. The position peaked at $7.72K in Q1 2025. 49 funds tracked by Wall St. Rank hold IFV as of Q2 2025.

  • Elevation Wealth Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 386 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2025, an estimated $7.72K.
  • Elevation Wealth Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $7.72K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.