Ladenburg Thalmann Financial Services’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$13K	Hold	687	–	–	﹤0.01%	4356
2019 Q3	$13K	Hold	687	–	–	﹤0.01%	4258
2019 Q2	$13K	Buy	687 +327	+91%	+$5.94K	﹤0.01%	4301
2019 Q1	$6K	Buy	+360	New	+$6.28K	﹤0.01%	4581

Other funds holding DVLU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

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

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's DVLU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its First Trust Dorsey Wright Momentum & Value ETF (DVLU) position steady in Q4 2019 at 687 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4356.

Ladenburg Thalmann Financial Services first reported a position in DVLU in Q1 2019 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold DVLU as of Q4 2019.

Ladenburg Thalmann Financial Services held 687 shares of First Trust Dorsey Wright Momentum & Value ETF worth $13K as of Q4 2019.
Ladenburg Thalmann Financial Services left its First Trust Dorsey Wright Momentum & Value ETF share count unchanged in Q4 2019.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4356 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2019 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.