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True Link Financial Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

True Link Financial Advisors’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
2025
Q2 		– Sell
-18,912
Closed -$378K – 98
2025
Q1 		$378K Buy
+18,912
New +$373K 0.03% 64

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

True Link Financial Advisors's IFV Position: Q2 2025 in Review

True Link Financial Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2025, closing a stake of 18,912 shares — an estimated $378K sold.

True Link Financial Advisors first reported a position in IFV in Q1 2025 and held it in 1 quarter. The position peaked at $378K in Q1 2025. 49 funds tracked by Wall St. Rank hold IFV as of Q2 2025.

  • True Link Financial Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • True Link Financial Advisors sold 18,912 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2025, an estimated $378K.
  • True Link Financial Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2025 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $378K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2025.

Based on True Link Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.