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Park Square Financial Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Park Square Financial Group’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
-961
Closed -$22K – 587
2025
Q2 		$22K Hold
961
– – 0.02% 437
2025
Q1 		$19.2K Hold
961
– – 0.02% 449
2024
Q4 		$18.4K Buy
+961
New +$19.1K 0.01% 455

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

Park Square Financial Group's IFV Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2025, closing a stake of 961 shares — an estimated $22K sold.

Park Square Financial Group first reported a position in IFV in Q4 2024 and held it in 3 quarters. The position peaked at $22K in Q2 2025. 50 funds tracked by Wall St. Rank hold IFV as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 961 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2025, an estimated $22K.
  • Park Square Financial Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $22K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.