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Accel Wealth Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Accel Wealth Management’s Portfolio DVLU Stock Details DVLU Fund Activity
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

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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. 17 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.
  • 17 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.