Cetera Investment Advisers’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Cetera Investment Advisers’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	$263K	Sell	6,625 -24,558	-79%	-$931K	﹤0.01%	4267
2026 Q1	$1.07M	Buy	31,183 +3,785	+14%	+$135K	﹤0.01%	2836
2025 Q4	$979K	Buy	27,398 +300	+1%	+$10.3K	﹤0.01%	2840
2025 Q3	$911K	Sell	27,098 -263	-1%	-$8.15K	﹤0.01%	2848
2025 Q2	$817K	Buy	27,361 +1,493	+6%	+$42K	﹤0.01%	2558
2025 Q1	$735K	Buy	25,868 +3,549	+16%	+$105K	﹤0.01%	2517
2024 Q4	$650K	Sell	22,319 -5,423	-20%	-$169K	﹤0.01%	2473
2024 Q3	$855K	Buy	27,742 +7,872	+40%	+$232K	﹤0.01%	2228
2024 Q2	$557K	Buy	19,870 +652	+3%	+$18.7K	﹤0.01%	2501
2024 Q1	$579K	Buy	+19,218	New	+$521K	﹤0.01%	2494

Other funds holding DVLU

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers's DVLU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 79% in Q2 2026, selling an estimated $931K and leaving 6,625 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #4267.

Cetera Investment Advisers first reported a position in DVLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2026. 17 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

Cetera Investment Advisers held 6,625 shares of First Trust Dorsey Wright Momentum & Value ETF worth $263K as of Q2 2026.
Cetera Investment Advisers sold 24,558 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $931K.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4267 holding.
Cetera Investment Advisers first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's First Trust Dorsey Wright Momentum & Value ETF position peaked at $1.07M in Q1 2026.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.