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Freedom Investment Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-9,376
Closed -$215K – 399
2025
Q2 		$215K Sell
9,376
-747
-7% -$15.9K 0.02% 689
2025
Q1 		$202K Buy
+10,123
New +$199K 0.02% 705
2024
Q4 		– Sell
-9,753
Closed -$205K – 785
2024
Q3 		$205K Sell
9,753
-5,095
-34% -$103K 0.02% 712
2024
Q2 		$292K Buy
14,848
+1,558
+12% +$30.8K 0.02% 609
2024
Q1 		$266K Sell
13,290
-4,395
-25% -$85.6K 0.02% 649
2023
Q4 		$346K Buy
17,685
+680
+4% +$12.3K 0.03% 551
2023
Q3 		$302K Sell
17,005
-1,492
-8% -$27.2K 0.04% 498
2023
Q2 		$334K Sell
18,497
-216
-1% -$3.84K 0.04% 509
2023
Q1 		$323K Sell
18,713
-405
-2% -$6.94K 0.04% 531
2022
Q4 		$320K Buy
19,118
+920
+5% +$15.2K 0.04% 564
2022
Q3 		$293K Buy
18,198
+3,612
+25% +$64.2K 0.03% 575
2022
Q2 		$258K Buy
14,586
+641
+5% +$12.5K 0.03% 619
2022
Q1 		$291K Buy
13,945
+1,793
+15% +$39K 0.03% 621
2021
Q4 		$282K Buy
12,152
+785
+7% +$18.1K 0.02% 696
2021
Q3 		$258K Buy
11,367
+176
+2% +$4.19K 0.02% 678
2021
Q2 		$276K Sell
11,191
-1,412
-11% -$34K 0.02% 706
2021
Q1 		$289K Buy
+12,603
New +$294K 0.02% 680

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Freedom Investment Management's IFV Position: Q3 2025 in Review

Freedom Investment Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2025, closing a stake of 9,376 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in IFV in Q1 2021 and held it in 17 quarters. The position peaked at $346K in Q4 2023. 50 funds tracked by Wall St. Rank hold IFV as of Q3 2025.

  • Freedom Investment Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,376 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2025, an estimated $215K.
  • Freedom Investment Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2021 and held it in 17 quarters.
  • Freedom Investment Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $346K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.