Ahrens Investment Partners’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$1.52K	Buy	+68	New	+$1.56K	﹤0.01%	917
2022 Q3	–	Sell	-164	Closed	-$4K	–	364
2022 Q2	$4K	Sell	164 -118,842	-100%	-$2.9M	﹤0.01%	794
2022 Q1	$3.04M	Buy	119,006 +116,856	+5,435%	+$2.96M	0.96%	29
2021 Q4	$54K	Buy	+2,150	New	+$53.2K	0.02%	389

Other funds holding DVLU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's DVLU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2023: 68 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DVLU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DVLU in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.04M in Q1 2022. 14 funds tracked by Wall St. Rank hold DVLU as of Q1 2023.

Ahrens Investment Partners held 68 shares of First Trust Dorsey Wright Momentum & Value ETF worth $1.52K as of Q1 2023.
First Trust Dorsey Wright Momentum & Value ETF was a new Ahrens Investment Partners position in Q1 2023.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #917 holding.
Ahrens Investment Partners first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's First Trust Dorsey Wright Momentum & Value ETF position peaked at $3.04M in Q1 2022.
14 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.