Global Retirement Partners’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.79K	Hold	50	–	–	﹤0.01%	3757
2025 Q3	$1.68K	Hold	50	–	–	﹤0.01%	3373
2025 Q2	$1.49K	Buy	+50	New	+$1.41K	﹤0.01%	3339
2024 Q4	$1.46K	Hold	50	–	–	﹤0.01%	3180
2024 Q3	$1.54K	Hold	50	–	–	﹤0.01%	3019
2024 Q2	$1.4K	Hold	50	–	–	﹤0.01%	3075
2024 Q1	$1.51K	Hold	50	–	–	﹤0.01%	2850
2023 Q4	$1.27K	Hold	50	–	–	﹤0.01%	2824
2023 Q3	$1.11K	Hold	50	–	–	﹤0.01%	2735
2023 Q2	$1.18K	Hold	50	–	–	﹤0.01%	2729
2023 Q1	$1.1K	Hold	50	–	–	﹤0.01%	2707
2022 Q4	$1.11K	Hold	50	–	–	﹤0.01%	2567
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	2432
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	2409
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	2366
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	232
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1883
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	1793
2021 Q1	$1K	Buy	+50	New	+$1.03K	﹤0.01%	1706

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

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

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

PAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Global Retirement Partners's DVLU Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Dorsey Wright Momentum & Value ETF (DVLU) position steady in Q4 2025 at 50 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3757.

Global Retirement Partners first reported a position in DVLU in Q1 2021 and has held it in 19 quarters since. 19 funds tracked by Wall St. Rank hold DVLU as of Q4 2025.

Global Retirement Partners held 50 shares of First Trust Dorsey Wright Momentum & Value ETF worth $1.79K as of Q4 2025.
Global Retirement Partners left its First Trust Dorsey Wright Momentum & Value ETF share count unchanged in Q4 2025.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3757 holding.
Global Retirement Partners first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2021 and has held it in 19 quarters since.
19 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.