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Kestra Private Wealth Services’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Kestra Private Wealth Services’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 		$477K Sell
18,858
-1,379
-7% -$36.2K 0.01% 1235
2025
Q4 		$502K Buy
20,237
+18
+0.1% +$439 0.01% 1157
2025
Q3 		$495K Sell
20,219
-2,119
-9% -$50.3K 0.01% 1098
2025
Q2 		$512K Sell
22,338
-1,193
-5% -$25.3K 0.01% 1024
2025
Q1 		$471K Sell
23,531
-278
-1% -$5.48K 0.01% 982
2024
Q4 		$456K Sell
23,809
-4,960
-17% -$98.8K 0.01% 962
2024
Q3 		$605K Sell
28,769
-523
-2% -$10.6K 0.01% 806
2024
Q2 		$576K Sell
29,292
-73
-0.2% -$1.44K 0.01% 777
2024
Q1 		$587K Sell
29,365
-3,584
-11% -$69.8K 0.01% 735
2023
Q4 		$644K Sell
32,949
-3,231
-9% -$58.6K 0.02% 644
2023
Q3 		$642K Buy
36,180
+2,872
+9% +$52.4K 0.02% 587
2023
Q2 		$602K Sell
33,308
-976
-3% -$17.3K 0.02% 574
2023
Q1 		$591K Sell
34,284
-5,952
-15% -$102K 0.02% 556
2022
Q4 		$673K Buy
40,236
+7,729
+24% +$128K 0.03% 447
2022
Q3 		$524K Sell
32,507
-1,630
-5% -$29K 0.03% 481
2022
Q2 		$603K Sell
34,137
-129
-0.4% -$2.52K 0.03% 452
2022
Q1 		$714K Buy
34,266
+1,397
+4% +$30.4K 0.04% 464
2021
Q4 		$763K Sell
32,869
-2,294
-7% -$53K 0.04% 464
2021
Q3 		$799K Sell
35,163
-267
-0.8% -$6.36K 0.04% 405
2021
Q2 		$873K Sell
35,430
-876
-2% -$21.1K 0.05% 365
2021
Q1 		$834K Sell
36,306
-3,364
-8% -$78.6K 0.06% 334
2020
Q4 		$889K Sell
39,670
-3,783
-9% -$77.4K 0.07% 303
2020
Q3 		$816K Buy
+43,453
New +$811K 0.07% 275

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Kestra Private Wealth Services's IFV Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 6.8% in Q1 2026, selling an estimated $36.2K and leaving 18,858 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1235.

Kestra Private Wealth Services first reported a position in IFV in Q3 2020 and has held it in 23 quarters since. The position peaked at $889K in Q4 2020. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

  • Kestra Private Wealth Services held 18,858 shares of First Trust Dorsey Wright International Focus 5 ETF worth $477K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,379 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2026, an estimated $36.2K.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1235 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's First Trust Dorsey Wright International Focus 5 ETF position peaked at $889K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.