Global Retirement Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Global Retirement 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
2026 Q2	$8.59K	Buy	+319	New	+$8.73K	﹤0.01%	3462
2025 Q4	$7.92K	Buy	+319	New	+$7.78K	﹤0.01%	3250
2017 Q3	–	Sell	-395	Closed	-$8K	–	1227
2017 Q2	$8K	Hold	395	–	–	﹤0.01%	838
2017 Q1	$8K	Hold	395	–	–	﹤0.01%	803
2016 Q4	$7K	Buy	+395	New	+$6.81K	﹤0.01%	776

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

Global Retirement Partners's IFV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2026: 319 shares worth $8.59K. The stake represents ﹤0.01% of the portfolio and ranks #3462 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IFV as recently as Q4 2025.

Global Retirement Partners first reported a position in IFV in Q4 2016 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Global Retirement Partners held 319 shares of First Trust Dorsey Wright International Focus 5 ETF worth $8.59K as of Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3462 holding.
Global Retirement Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2016 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.