BFC Planning, Inc.’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

BFC Planning, Inc.’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	$143K	Buy	+3,600	New	+$136K	0.01%	1081

Other funds holding DVLU

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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 $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

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

BFC Planning, Inc.'s DVLU Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2026: 3,600 shares worth $143K. The stake represents 0.01% of the portfolio and ranks #1081 among its holdings.

18 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

BFC Planning, Inc. held 3,600 shares of First Trust Dorsey Wright Momentum & Value ETF worth $143K as of Q2 2026.
First Trust Dorsey Wright Momentum & Value ETF was a new BFC Planning, Inc. position in Q2 2026.
First Trust Dorsey Wright Momentum & Value ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1081 holding.
18 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.