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 Q3	$232K	Sell	9,650 -157	-2%	-$4.05K	0.04%	284
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Waterfront Wealth's IFV Position: Q3 2026 in Review

Waterfront Wealth reduced its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 1.6% in Q3 2026, selling an estimated $4.05K and leaving 9,650 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #284.

Waterfront Wealth first reported a position in IFV in Q3 2023 and has held it in 5 quarters since. The position peaked at $259K in Q4 2025. 46 funds tracked by Wall St. Rank hold IFV as of Q3 2026.

Waterfront Wealth held 9,650 shares of First Trust Dorsey Wright International Focus 5 ETF worth $232K as of Q3 2026.
Waterfront Wealth sold 157 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2026, an estimated $4.05K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.04% of Waterfront Wealth's portfolio in Q3 2026, its #284 holding.
Waterfront Wealth first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2023 and has held it in 5 quarters since.
Waterfront Wealth's First Trust Dorsey Wright International Focus 5 ETF position peaked at $259K in Q4 2025.
46 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.