Farther Finance Advisors’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Farther Finance 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	$182K	Hold	4,593	–	–	﹤0.01%	2310
2026 Q1	$160K	Sell	4,593 -3,450	-43%	-$123K	﹤0.01%	2183
2025 Q4	$287K	Sell	8,043 -3,027	-27%	-$104K	﹤0.01%	1668
2025 Q3	$372K	Sell	11,070 -10,954	-50%	-$339K	0.01%	1247
2025 Q2	$658K	Sell	22,024 -3,696	-14%	-$104K	0.01%	777
2025 Q1	$730K	Buy	25,720 +25,483	+10,752%	+$756K	0.02%	630
2024 Q4	$6.91K	Buy	+237	New	+$7.37K	﹤0.01%	2531

Other funds holding DVLU

AWM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's DVLU Position: Q2 2026 in Review

Farther Finance Advisors held its First Trust Dorsey Wright Momentum & Value ETF (DVLU) position steady in Q2 2026 at 4,593 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Farther Finance Advisors first reported a position in DVLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q1 2025. 3 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

Farther Finance Advisors held 4,593 shares of First Trust Dorsey Wright Momentum & Value ETF worth $182K as of Q2 2026.
Farther Finance Advisors left its First Trust Dorsey Wright Momentum & Value ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2310 holding.
Farther Finance Advisors first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's First Trust Dorsey Wright Momentum & Value ETF position peaked at $730K in Q1 2025.
3 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.