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Steward Partners Investment Advisory’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Steward Partners Investment Advisory’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 		$1.12M Buy
44,335
+26,838
+153% +$705K 0.01% 1107
2025
Q4 		$434K Buy
17,497
+920
+6% +$22.4K ﹤0.01% 1505
2025
Q3 		$406K Buy
16,577
+6,044
+57% +$143K ﹤0.01% 1488
2025
Q2 		$241K Sell
10,533
-2,784
-21% -$59.1K ﹤0.01% 1665
2025
Q1 		$266K Sell
13,317
-1,408
-10% -$27.7K ﹤0.01% 1508
2024
Q4 		$282K Buy
14,725
+3,105
+27% +$61.9K ﹤0.01% 1443
2024
Q3 		$245K Sell
11,620
-264
-2% -$5.33K ﹤0.01% 1426
2024
Q2 		$234K Sell
11,884
-2,191
-16% -$43.3K ﹤0.01% 1373
2024
Q1 		$282K Buy
14,075
+7,327
+109% +$143K ﹤0.01% 1285
2023
Q4 		$132K Hold
6,748
– – ﹤0.01% 1557
2023
Q3 		$120K Hold
6,748
– – ﹤0.01% 1493
2023
Q2 		$122K Hold
6,748
– – ﹤0.01% 1492
2023
Q1 		$116K Buy
+6,748
New +$116K ﹤0.01% 1518
2022
Q3 		– Sell
-4,980
Closed -$88K – 3300
2022
Q2 		$88K Hold
4,980
– – ﹤0.01% 1548
2022
Q1 		$104K Hold
4,980
– – ﹤0.01% 1592
2021
Q4 		$116K Buy
4,980
+4,287
+619% +$99.1K ﹤0.01% 1535
2021
Q3 		$16K Buy
693
+293
+73% +$6.98K ﹤0.01% 2416
2021
Q2 		$10K Hold
400
– – ﹤0.01% 6057
2021
Q1 		$9.19K Buy
400
+100
+33% +$2.34K ﹤0.01% 2811
2020
Q4 		$7K Buy
+300
New +$6.14K ﹤0.01% 2421
2019
Q3 		– Sell
-150
Closed -$2K – 2684
2019
Q2 		$2K Buy
+150
New +$2.9K ﹤0.01% 2435
2018
Q4 		– Sell
-6,641
Closed -$134K – 1414
2018
Q3 		$134K Sell
6,641
-1,100
-14% -$22.8K 0.01% 833
2018
Q2 		$161K Sell
7,741
-400
-5% -$8.8K 0.01% 712
2018
Q1 		$180K Hold
8,141
– – 0.01% 633
2017
Q4 		$181K Buy
8,141
+1,175
+17% +$25.6K 0.01% 534
2017
Q3 		$148K Buy
+6,966
New +$145K 0.02% 486

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

Steward Partners Investment Advisory's IFV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 153% in Q1 2026, buying an estimated $705K and bringing the position to 44,335 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1107.

Steward Partners Investment Advisory first reported a position in IFV in Q3 2017 and has held it in 26 quarters since. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

  • Steward Partners Investment Advisory held 44,335 shares of First Trust Dorsey Wright International Focus 5 ETF worth $1.12M as of Q1 2026.
  • Steward Partners Investment Advisory bought 26,838 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2026, an estimated $705K.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1107 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2017 and has held it in 26 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.