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

IFP 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
2020
Q4 		– Sell
-260
Closed -$4.37K – 2982
2020
Q3 		$4K Hold
260
– – ﹤0.01% 2257
2020
Q2 		$4K Hold
260
– – ﹤0.01% 2157
2020
Q1 		$3K Hold
260
– – ﹤0.01% 2237
2019
Q4 		$5K Buy
+260
New +$4.97K ﹤0.01% 2162

Other funds holding DVLU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's DVLU Position: Q4 2020 in Review

IFP Advisors sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q4 2020, closing a stake of 260 shares — an estimated $4.37K sold.

IFP Advisors first reported a position in DVLU in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 8 funds tracked by Wall St. Rank hold DVLU as of Q4 2020.

  • IFP Advisors reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q4 2020 after selling out during the quarter.
  • IFP Advisors sold 260 First Trust Dorsey Wright Momentum & Value ETF shares in Q4 2020, an estimated $4.37K.
  • IFP Advisors first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2019 and held it in 4 quarters.
  • IFP Advisors's First Trust Dorsey Wright Momentum & Value ETF position peaked at $5K in Q4 2019.
  • 8 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q4 2020.

Based on IFP Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.