Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Cambridge Investment Research Advisors’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 		$1.03M Sell
26,084
-600
-2% -$22.7K ﹤0.01% 2283
2026
Q1 		$913K Buy
26,684
+1,120
+4% +$40.1K ﹤0.01% 2251
2025
Q4 		$914K Buy
25,564
+190
+0.7% +$6.55K ﹤0.01% 2168
2025
Q3 		$853K Buy
25,374
+11,457
+82% +$355K ﹤0.01% 2175
2025
Q2 		$416K Sell
13,917
-1,212
-8% -$34.1K ﹤0.01% 2707
2025
Q1 		$430K Sell
15,129
-135
-0.9% -$4K ﹤0.01% 2573
2024
Q4 		$445K Sell
15,264
-5,321
-26% -$165K ﹤0.01% 2524
2024
Q3 		$635K Buy
20,585
+3,408
+20% +$100K ﹤0.01% 2223
2024
Q2 		$482K Buy
17,177
+597
+4% +$17.1K ﹤0.01% 2327
2024
Q1 		$499K Sell
16,580
-1,923
-10% -$52.1K ﹤0.01% 2275
2023
Q4 		$481K Sell
18,503
-248
-1% -$5.81K ﹤0.01% 2208
2023
Q3 		$428K Sell
18,751
-465
-2% -$11K ﹤0.01% 2217
2023
Q2 		$453K Sell
19,216
-2,790
-13% -$62.4K ﹤0.01% 2207
2023
Q1 		$488K Sell
22,006
-506
-2% -$11.6K ﹤0.01% 2092
2022
Q4 		$499K Sell
22,512
-7,511
-25% -$169K ﹤0.01% 2013
2022
Q3 		$612K Sell
30,023
-7,090
-19% -$158K ﹤0.01% 1805
2022
Q2 		$799K Buy
37,113
+3,064
+9% +$74.8K ﹤0.01% 1629
2022
Q1 		$871K Sell
34,049
-6,323
-16% -$160K ﹤0.01% 1674
2021
Q4 		$1.02M Buy
40,372
+1,672
+4% +$41.4K ﹤0.01% 1575
2021
Q3 		$911K Buy
38,700
+1,583
+4% +$37.6K ﹤0.01% 1610
2021
Q2 		$872K Buy
37,117
+21,915
+144% +$522K ﹤0.01% 1632
2021
Q1 		$340K Buy
+15,202
New +$315K ﹤0.01% 2190

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cambridge Investment Research Advisors's DVLU Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 2.2% in Q2 2026, selling an estimated $22.7K and leaving 26,084 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Cambridge Investment Research Advisors first reported a position in DVLU in Q1 2021 and has held it in 22 quarters since. 7 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

  • Cambridge Investment Research Advisors held 26,084 shares of First Trust Dorsey Wright Momentum & Value ETF worth $1.03M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 600 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $22.7K.
  • First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2283 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 7 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.