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 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 $525M AUM 96.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

PAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

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

Cetera Investment Advisers's DVLU Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 14% in Q1 2026, buying an estimated $135K and bringing the position to 31,183 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Cetera Investment Advisers first reported a position in DVLU in Q1 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

Cetera Investment Advisers held 31,183 shares of First Trust Dorsey Wright Momentum & Value ETF worth $1.07M as of Q1 2026.
Cetera Investment Advisers bought 3,785 First Trust Dorsey Wright Momentum & Value ETF shares in Q1 2026, an estimated $135K.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2836 holding.
Cetera Investment Advisers first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2024 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.