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 Q2	$1.24M	Buy	45,983 +1,648	+4%	+$45.1K	0.01%	1161
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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's IFV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 3.7% in Q2 2026, buying an estimated $45.1K and bringing the position to 45,983 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1161.

Steward Partners Investment Advisory first reported a position in IFV in Q3 2017 and has held it in 27 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Steward Partners Investment Advisory held 45,983 shares of First Trust Dorsey Wright International Focus 5 ETF worth $1.24M as of Q2 2026.
Steward Partners Investment Advisory bought 1,648 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2026, an estimated $45.1K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1161 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 27 quarters since.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.