Clear Creek Financial Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Clear Creek Financial 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 Q1	$243K	Buy	+7,100	New	+$254K	0.02%	540

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Clear Creek Financial Management's DVLU Position: Q1 2026 in Review

Clear Creek Financial Management opened a new position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2026: 7,100 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

Clear Creek Financial Management held 7,100 shares of First Trust Dorsey Wright Momentum & Value ETF worth $243K as of Q1 2026.
First Trust Dorsey Wright Momentum & Value ETF was a new Clear Creek Financial Management position in Q1 2026.
First Trust Dorsey Wright Momentum & Value ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #540 holding.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.