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Waverly Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Waverly 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
2026
Q2 		$269K Hold
10,003
– – ﹤0.01% 1473
2026
Q1 		$253K Hold
10,003
– – ﹤0.01% 1391
2025
Q4 		$248K Buy
+10,003
New +$244K ﹤0.01% 1295

Other funds holding IFV

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's IFV Position: Q2 2026 in Review

Waverly Advisors held its First Trust Dorsey Wright International Focus 5 ETF (IFV) position steady in Q2 2026 at 10,003 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Waverly Advisors first reported a position in IFV in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2026.

  • Waverly Advisors held 10,003 shares of First Trust Dorsey Wright International Focus 5 ETF worth $269K as of Q2 2026.
  • Waverly Advisors 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 ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1473 holding.
  • Waverly Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.