Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$2.27K	Buy	+90	New	+$2.36K	﹤0.01%	586
2025 Q3	–	Sell	-90	Closed	-$2.06K	–	440
2025 Q2	$2.06K	Hold	90	–	–	﹤0.01%	526
2025 Q1	$1.8K	Hold	90	–	–	﹤0.01%	502
2024 Q4	$1.73K	Hold	90	–	–	﹤0.01%	490
2024 Q3	$1.89K	Hold	90	–	–	﹤0.01%	426
2024 Q2	$1.77K	Hold	90	–	–	﹤0.01%	412
2024 Q1	$1.8K	Hold	90	–	–	﹤0.01%	430
2023 Q4	$1.76K	Sell	90 -50	-36%	-$907	﹤0.01%	414
2023 Q3	$2.48K	Sell	140 -51	-27%	-$931	﹤0.01%	393
2023 Q2	$3.45K	Sell	191 -50	-21%	-$888	﹤0.01%	374
2023 Q1	$4.16K	Hold	241	–	–	﹤0.01%	364
2022 Q4	$4.03K	Hold	241	–	–	﹤0.01%	336
2022 Q3	$4K	Hold	241	–	–	﹤0.01%	310
2022 Q2	$4K	Buy	+241	New	+$4.7K	﹤0.01%	319

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IFV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2026: 90 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IFV as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IFV in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.16K in Q1 2023. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 90 shares of First Trust Dorsey Wright International Focus 5 ETF worth $2.27K as of Q1 2026.
First Trust Dorsey Wright International Focus 5 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #586 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Dorsey Wright International Focus 5 ETF position peaked at $4.16K in Q1 2023.
63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.