Smith, Moore & Co’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Smith, Moore & Co’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	$968K	Buy	38,287 +9,861	+35%	+$259K	0.07%	215
2025 Q4	$706K	Buy	28,426 +19,351	+213%	+$472K	0.05%	261
2025 Q3	$222K	Buy	+9,075	New	+$215K	0.02%	483
2016 Q1	–	Sell	-16,642	Closed	-$298K	–	197
2015 Q4	$298K	Buy	+16,642	New	+$300K	0.15%	134

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Smith, Moore & Co's IFV Position: Q1 2026 in Review

Smith, Moore & Co increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 35% in Q1 2026, buying an estimated $259K and bringing the position to 38,287 shares worth $968K. The position accounts for 0.07% of the portfolio, ranked #215.

Smith, Moore & Co first reported a position in IFV in Q4 2015 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

Smith, Moore & Co held 38,287 shares of First Trust Dorsey Wright International Focus 5 ETF worth $968K as of Q1 2026.
Smith, Moore & Co bought 9,861 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2026, an estimated $259K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.07% of Smith, Moore & Co's portfolio in Q1 2026, its #215 holding.
Smith, Moore & Co first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2015 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.