Accel Wealth Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $486K | Sell |
12,247
-1,156
| -9% | -$43.8K | 0.11% | 162 |
|
|
2026
Q1 | $458K | Sell |
13,403
-548
| -4% | -$19.6K | 0.12% | 162 |
|
|
2025
Q4 | $499K | Sell |
13,951
-146
| -1% | -$5.04K | 0.14% | 150 |
|
|
2025
Q3 | $474K | Buy |
14,097
+2
| +0% | +$62 | 0.14% | 151 |
|
|
2025
Q2 | $421K | Buy |
14,095
+4
| +0% | +$112 | 0.14% | 158 |
|
|
2025
Q1 | $401K | Sell |
14,091
-1,022
| -7% | -$30.3K | 0.14% | 142 |
|
|
2024
Q4 | $440K | Sell |
15,113
-156
| -1% | -$4.85K | 0.17% | 139 |
|
|
2024
Q3 | $471K | Buy |
15,269
+3
| +0% | +$88 | 0.18% | 134 |
|
|
2024
Q2 | $428K | Sell |
15,266
-106
| -0.7% | -$3.04K | 0.17% | 125 |
|
|
2024
Q1 | $463K | Sell |
15,372
-87
| -0.6% | -$2.36K | 0.2% | 114 |
|
|
2023
Q4 | $401K | Sell |
15,459
-1,180
| -7% | -$27.6K | 0.2% | 118 |
|
|
2023
Q3 | $380K | Sell |
16,639
-350
| -2% | -$8.3K | 0.21% | 109 |
|
|
2023
Q2 | $400K | Buy |
16,989
+6
| +0% | +$134 | 0.22% | 104 |
|
|
2023
Q1 | $377K | Buy |
16,983
+454
| +3% | +$10.4K | 0.15% | 143 |
|
|
2022
Q4 | $367K | Sell |
16,529
-313
| -2% | -$7.06K | 0.18% | 106 |
|
|
2022
Q3 | $368K | Buy |
16,842
+8
| +0% | +$179 | 0.2% | 105 |
|
|
2022
Q2 | $361K | Buy |
16,834
+445
| +3% | +$10.9K | 0.21% | 102 |
|
|
2022
Q1 | $419K | Buy |
16,389
+4,118
| +34% | +$104K | 0.22% | 89 |
|
|
2021
Q4 | $309K | Buy |
12,271
+2,551
| +26% | +$63.1K | 0.15% | 113 |
|
|
2021
Q3 | $229K | Buy |
9,720
+4,625
| +91% | +$110K | 0.15% | 122 |
|
|
2021
Q2 | $120K | Buy |
5,095
+1,160
| +29% | +$27.6K | 0.08% | 209 |
|
|
2021
Q1 | $88K | Buy |
+3,935
| New | +$81.5K | 0.07% | 232 |
|
Other funds holding DVLU
Accel Wealth Management's DVLU Position: Q2 2026 in Review
Accel Wealth Management reduced its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 8.6% in Q2 2026, selling an estimated $43.8K and leaving 12,247 shares worth $486K. The position accounts for 0.11% of the portfolio, ranked #162.
Accel Wealth Management first reported a position in DVLU in Q1 2021 and has held it in 22 quarters since. The position peaked at $499K in Q4 2025. 3 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.
- Accel Wealth Management held 12,247 shares of First Trust Dorsey Wright Momentum & Value ETF worth $486K as of Q2 2026.
- Accel Wealth Management sold 1,156 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $43.8K.
- First Trust Dorsey Wright Momentum & Value ETF made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #162 holding.
- Accel Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2021 and has held it in 22 quarters since.
- Accel Wealth Management's First Trust Dorsey Wright Momentum & Value ETF position peaked at $499K in Q4 2025.
- 3 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.
Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.