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

Silver Grove 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
2026
Q2 		$216K Hold
8,011
– – 0.12% 139
2026
Q1 		$202K Hold
8,011
– – 0.16% 112
2025
Q4 		$199K Sell
8,011
-185
-2% -$4.51K 0.17% 104
2025
Q3 		$201K Buy
+8,196
New +$194K 0.19% 113

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

Silver Grove Financial Group's IFV Position: Q2 2026 in Review

Silver Grove Financial Group held its First Trust Dorsey Wright International Focus 5 ETF (IFV) position steady in Q2 2026 at 8,011 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #139.

Silver Grove Financial Group first reported a position in IFV in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Silver Grove Financial Group held 8,011 shares of First Trust Dorsey Wright International Focus 5 ETF worth $216K as of Q2 2026.
  • Silver Grove Financial Group left its First Trust Dorsey Wright International Focus 5 ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.12% of Silver Grove Financial Group's portfolio in Q2 2026, its #139 holding.
  • Silver Grove Financial Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.