PVI
IFV icon

Pine Valley Investments’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Pine Valley Investments’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 		$909K Sell
33,735
-108
-0.3% -$2.96K 0.04% 313
2026
Q1 		$855K Sell
33,843
-266
-0.8% -$6.99K 0.04% 316
2025
Q4 		$847K Buy
34,109
+18
+0.1% +$439 0.04% 295
2025
Q3 		$835K Sell
34,091
-1,278
-4% -$30.3K 0.04% 287
2025
Q2 		$811K Sell
35,369
-586
-2% -$12.4K 0.05% 286
2025
Q1 		$719K Sell
35,955
-430
-1% -$8.47K 0.04% 295
2024
Q4 		$697K Sell
36,385
-237
-0.6% -$4.72K 0.04% 294
2024
Q3 		$771K Buy
36,622
+1,162
+3% +$23.5K 0.05% 262
2024
Q2 		$697K Buy
35,460
+56
+0.2% +$1.11K 0.05% 267
2024
Q1 		$708K Sell
35,404
-619
-2% -$12.1K 0.05% 262
2023
Q4 		$704K Sell
36,023
-268
-0.7% -$4.86K 0.05% 256
2023
Q3 		$644K Sell
36,291
-163
-0.4% -$2.98K 0.06% 259
2023
Q2 		$659K Sell
36,454
-184
-0.5% -$3.27K 0.06% 235
2023
Q1 		$658K Buy
+36,638
New +$628K 0.1% 164

Other funds holding IFV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pine Valley Investments's IFV Position: Q2 2026 in Review

Pine Valley Investments reduced its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 0.32% in Q2 2026, selling an estimated $2.96K and leaving 33,735 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #313.

Pine Valley Investments first reported a position in IFV in Q1 2023 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Pine Valley Investments held 33,735 shares of First Trust Dorsey Wright International Focus 5 ETF worth $909K as of Q2 2026.
  • Pine Valley Investments sold 108 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2026, an estimated $2.96K.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #313 holding.
  • Pine Valley Investments first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2023 and has held it in 14 quarters since.
  • 27 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.