UBS Group
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UBS Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

UBS Group’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 		$5.76M Buy
228,007
+61,412
+37% +$1.61M ﹤0.01% 3920
2025
Q4 		$4.14M Buy
166,595
+36,171
+28% +$882K ﹤0.01% 4212
2025
Q3 		$3.19M Buy
130,424
+40,231
+45% +$954K ﹤0.01% 4501
2025
Q2 		$2.07M Buy
90,193
+15,213
+20% +$323K ﹤0.01% 4782
2025
Q1 		$1.5M Sell
74,980
-13,008
-15% -$256K ﹤0.01% 4940
2024
Q4 		$1.69M Sell
87,988
-469
-0.5% -$9.34K ﹤0.01% 4894
2024
Q3 		$1.86M Sell
88,457
-21,821
-20% -$441K ﹤0.01% 4063
2024
Q2 		$2.17M Sell
110,278
-17,257
-14% -$341K ﹤0.01% 3694
2024
Q1 		$2.55M Sell
127,535
-20,316
-14% -$396K ﹤0.01% 3701
2023
Q4 		$2.89M Sell
147,851
-32,405
-18% -$588K ﹤0.01% 3416
2023
Q3 		$3.2M Buy
180,256
+30,301
+20% +$553K ﹤0.01% 3003
2023
Q2 		$2.71M Buy
149,955
+27,999
+23% +$497K ﹤0.01% 3235
2023
Q1 		$2.1M Buy
121,956
+26,428
+28% +$453K ﹤0.01% 3383
2022
Q4 		$1.6M Sell
95,528
-4,831
-5% -$80K ﹤0.01% 3609
2022
Q3 		$1.62M Sell
100,359
-32,801
-25% -$583K ﹤0.01% 3341
2022
Q2 		$2.35M Sell
133,160
-27,038
-17% -$528K ﹤0.01% 3015
2022
Q1 		$3.34M Sell
160,198
-472
-0.3% -$10.3K ﹤0.01% 2955
2021
Q4 		$3.73M Sell
160,670
-32,514
-17% -$751K ﹤0.01% 3159
2021
Q3 		$4.39M Sell
193,184
-61,420
-24% -$1.46M ﹤0.01% 2802
2021
Q2 		$6.28M Buy
254,604
+39,852
+19% +$960K ﹤0.01% 2456
2021
Q1 		$4.93M Buy
214,752
+11,367
+6% +$266K ﹤0.01% 2607
2020
Q4 		$4.52M Sell
203,385
-6,840
-3% -$140K ﹤0.01% 2562
2020
Q3 		$3.95M Sell
210,225
-41,806
-17% -$780K ﹤0.01% 2417
2020
Q2 		$4.24M Sell
252,031
-668,198
-73% -$10.4M ﹤0.01% 2176
2020
Q1 		$12.6M Sell
920,229
-885,417
-49% -$16.7M 0.01% 1250
2019
Q4 		$38.5M Buy
1,805,646
+125,649
+7% +$2.5M 0.01% 922
2019
Q3 		$32M Sell
1,679,997
-824,017
-33% -$15.9M 0.01% 930
2019
Q2 		$49.6M Sell
2,504,014
-168,220
-6% -$3.25M 0.02% 673
2019
Q1 		$51M Buy
2,672,234
+733,653
+38% +$14M 0.02% 621
2018
Q4 		$33.8M Sell
1,938,581
-1,480,145
-43% -$27.1M 0.02% 795
2018
Q3 		$69.2M Buy
3,418,726
+31,969
+0.9% +$663K 0.03% 534
2018
Q2 		$70.5M Sell
3,386,757
-424,635
-11% -$9.35M 0.03% 514
2018
Q1 		$84.7M Sell
3,811,392
-194,005
-5% -$4.43M 0.04% 432
2017
Q4 		$89.1M Buy
4,005,397
+203,666
+5% +$4.44M 0.04% 448
2017
Q3 		$81.3M Buy
3,801,731
+320,930
+9% +$6.68M 0.04% 428
2017
Q2 		$68.4M Buy
3,480,801
+531,387
+18% +$10.4M 0.04% 459
2017
Q1 		$56.4M Buy
2,949,414
+1,626,969
+123% +$30.5M 0.03% 511
2016
Q4 		$22.5M Sell
1,322,445
-479,967
-27% -$8.28M 0.01% 944
2016
Q3 		$31.5M Buy
1,802,412
+27,727
+2% +$482K 0.02% 709
2016
Q2 		$29.5M Buy
1,774,685
+381,496
+27% +$6.53M 0.02% 718
2016
Q1 		$23.9M Sell
1,393,189
-628,993
-31% -$10.2M 0.02% 784
2015
Q4 		$36.2M Sell
2,022,182
-238,263
-11% -$4.3M 0.02% 639
2015
Q3 		$38.6M Sell
2,260,445
-1,991,998
-47% -$36.7M 0.03% 563
2015
Q2 		$83.1M Buy
4,252,443
+3,421,996
+412% +$69.1M 0.06% 351
2015
Q1 		$16.1M Buy
+830,447
New +$15.7M 0.01% 1107

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 $43.3B AUM 29.3% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's IFV Position: Q1 2026 in Review

UBS Group increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 37% in Q1 2026, buying an estimated $1.61M and bringing the position to 228,007 shares worth $5.76M. The position accounts for ﹤0.01% of the portfolio, ranked #3920.

UBS Group first reported a position in IFV in Q1 2015 and has held it in 45 quarters since. The position peaked at $89.1M in Q4 2017. 63 funds tracked by Wall St. Rank hold IFV as of Q1 2026.

  • UBS Group held 228,007 shares of First Trust Dorsey Wright International Focus 5 ETF worth $5.76M as of Q1 2026.
  • UBS Group bought 61,412 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2026, an estimated $1.61M.
  • First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3920 holding.
  • UBS Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2015 and has held it in 45 quarters since.
  • UBS Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $89.1M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.