Jones Financial Companies
IFV icon

Jones Financial Companies’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Jones Financial Companies’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 		$4.61K Buy
+174
New +$4.76K ﹤0.01% 4128
2025
Q4 		– Sell
-326
Closed -$7.85K – 4501
2025
Q3 		$7.85K Buy
+326
New +$7.73K ﹤0.01% 3180

Other funds holding IFV

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's IFV Position: Q2 2026 in Review

Jones Financial Companies opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2026: 174 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #4128 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in IFV as recently as Q3 2025.

Jones Financial Companies first reported a position in IFV in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.85K in Q3 2025. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Jones Financial Companies held 174 shares of First Trust Dorsey Wright International Focus 5 ETF worth $4.61K as of Q2 2026.
  • First Trust Dorsey Wright International Focus 5 ETF was a new Jones Financial Companies position in Q2 2026.
  • First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4128 holding.
  • Jones Financial Companies first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's First Trust Dorsey Wright International Focus 5 ETF position peaked at $7.85K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.