Equitable Holdings’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Equitable Holdings’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	$217K	Buy	+8,057	New	+$221K	﹤0.01%	1673
2021 Q1	–	Sell	-36,073	Closed	-$802K	–	754
2020 Q4	$802K	Buy	36,073 +1,856	+5%	+$38K	0.02%	357
2020 Q3	$643K	Sell	34,217 -437	-1%	-$8.15K	0.02%	374
2020 Q2	$584K	Buy	34,654 +2,205	+7%	+$34.2K	0.02%	378
2020 Q1	$445K	Buy	32,449 +1,744	+6%	+$32.9K	0.02%	383
2019 Q4	$655K	Buy	+30,705	New	+$611K	0.02%	357

Other funds holding IFV

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Equitable Holdings's IFV Position: Q2 2026 in Review

Equitable Holdings opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2026: 8,057 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in IFV as recently as Q4 2020.

Equitable Holdings first reported a position in IFV in Q4 2019 and has held it in 6 quarters since. The position peaked at $802K in Q4 2020. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Equitable Holdings held 8,057 shares of First Trust Dorsey Wright International Focus 5 ETF worth $217K as of Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF was a new Equitable Holdings position in Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1673 holding.
Equitable Holdings first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2019 and has held it in 6 quarters since.
Equitable Holdings's First Trust Dorsey Wright International Focus 5 ETF position peaked at $802K in Q4 2020.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.