Kingsview Wealth Management’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Kingsview Wealth 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
2020 Q3	–	Sell	-21,446	Closed	-$300K	–	657
2020 Q2	$300K	Buy	+21,446	New	+$289K	0.03%	439

Other funds holding DVLU

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PAG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kingsview Wealth Management's DVLU Position: Q3 2020 in Review

Kingsview Wealth Management sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q3 2020, closing a stake of 21,446 shares — an estimated $300K sold.

Kingsview Wealth Management first reported a position in DVLU in Q2 2020 and held it in 1 quarter. The position peaked at $300K in Q2 2020. 8 funds tracked by Wall St. Rank hold DVLU as of Q3 2020.

Kingsview Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q3 2020 after selling out during the quarter.
Kingsview Wealth Management sold 21,446 First Trust Dorsey Wright Momentum & Value ETF shares in Q3 2020, an estimated $300K.
Kingsview Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q2 2020 and held it in 1 quarter.
Kingsview Wealth Management's First Trust Dorsey Wright Momentum & Value ETF position peaked at $300K in Q2 2020.
8 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.