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 Q2	$401K	Buy	10,100 +3,000	+42%	+$114K	0.03%	457
2026 Q1	$243K	Buy	+7,100	New	+$254K	0.02%	540

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

Clear Creek Financial Management's DVLU Position: Q2 2026 in Review

Clear Creek Financial Management increased its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 42% in Q2 2026, buying an estimated $114K and bringing the position to 10,100 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #457.

Clear Creek Financial Management first reported a position in DVLU in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

Clear Creek Financial Management held 10,100 shares of First Trust Dorsey Wright Momentum & Value ETF worth $401K as of Q2 2026.
Clear Creek Financial Management bought 3,000 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $114K.
First Trust Dorsey Wright Momentum & Value ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #457 holding.
Clear Creek Financial Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2026 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.