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

Trueblood 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	$2.66M	Buy	98,678 +2,896	+3%	+$79.3K	0.93%	17
2026 Q1	$2.42M	Buy	95,782 +4,390	+5%	+$115K	0.95%	18
2025 Q4	$2.27M	Buy	91,392 +4,767	+6%	+$116K	0.89%	18
2025 Q3	$2.12M	Buy	86,625 +4,353	+5%	+$103K	0.83%	20
2025 Q2	$1.89M	Buy	82,272 +6,162	+8%	+$131K	0.79%	27
2025 Q1	$1.52M	Buy	76,110 +20,015	+36%	+$394K	0.71%	34
2024 Q4	$1.08M	Buy	56,095 +8,992	+19%	+$179K	0.53%	57
2024 Q3	$991K	Buy	47,103 +316	+0.7%	+$6.38K	0.5%	64
2024 Q2	$920K	Buy	46,787 +2,749	+6%	+$54.3K	0.52%	60
2024 Q1	$881K	Sell	44,038 -82	-0.2%	-$1.6K	0.5%	63
2023 Q4	$862K	Buy	+44,120	New	+$800K	0.54%	57

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

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

Trueblood Wealth Management increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 3% in Q2 2026, buying an estimated $79.3K and bringing the position to 98,678 shares worth $2.66M. The position accounts for 0.93% of the portfolio, ranked #17.

Trueblood Wealth Management first reported a position in IFV in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

Trueblood Wealth Management held 98,678 shares of First Trust Dorsey Wright International Focus 5 ETF worth $2.66M as of Q2 2026.
Trueblood Wealth Management bought 2,896 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2026, an estimated $79.3K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.93% of Trueblood Wealth Management's portfolio in Q2 2026, its #17 holding.
Trueblood Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2023 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.