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

Waterfront Wealth’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 		$255K Hold
9,807
– – 0.04% 269
2026
Q1 		$248K Hold
9,807
– – 0.05% 259
2025
Q4 		$259K Buy
+9,807
New +$239K 0.05% 248
2023
Q4 		– Sell
-10,107
Closed -$173K – 249
2023
Q3 		$173K Buy
+10,107
New +$184K 0.06% 234

Other funds holding IFV

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Waterfront Wealth's IFV Position: Q2 2026 in Review

Waterfront Wealth held its First Trust Dorsey Wright International Focus 5 ETF (IFV) position steady in Q2 2026 at 9,807 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #269.

Waterfront Wealth first reported a position in IFV in Q3 2023 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 24 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Waterfront Wealth held 9,807 shares of First Trust Dorsey Wright International Focus 5 ETF worth $255K as of Q2 2026.
  • Waterfront Wealth left its First Trust Dorsey Wright International Focus 5 ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #269 holding.
  • Waterfront Wealth first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2023 and has held it in 4 quarters since.
  • Waterfront Wealth's First Trust Dorsey Wright International Focus 5 ETF position peaked at $259K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.