Topsail Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Topsail Wealth Management’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	$191K	Sell	7,100 -100	-1%	-$2.74K	0.02%	168
2026 Q1	$182K	Hold	7,200	–	–	0.03%	172
2025 Q4	$179K	Buy	7,200 +300	+4%	+$7.31K	0.03%	164
2025 Q3	$169K	Hold	6,900	–	–	0.03%	160
2025 Q2	$158K	Buy	6,900 +100	+1%	+$2.13K	0.03%	152
2025 Q1	$136K	Hold	6,800	–	–	0.03%	143
2024 Q4	$130K	Buy	+6,800	New	+$135K	0.03%	135

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

Topsail Wealth Management's IFV Position: Q2 2026 in Review

Topsail Wealth Management reduced its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 1.4% in Q2 2026, selling an estimated $2.74K and leaving 7,100 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #168.

Topsail Wealth Management first reported a position in IFV in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Topsail Wealth Management held 7,100 shares of First Trust Dorsey Wright International Focus 5 ETF worth $191K as of Q2 2026.
Topsail Wealth Management sold 100 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2026, an estimated $2.74K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.02% of Topsail Wealth Management's portfolio in Q2 2026, its #168 holding.
Topsail Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.