Level Four Advisory Services’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-16,738
Closed -$428K 585
2022
Q1
$428K Buy
16,738
+1,897
+13% +$48K 0.03% 438
2021
Q4
$374K Buy
+14,841
New +$367K 0.03% 468

Other funds holding DVLU

Level Four Advisory Services's DVLU Position: Q2 2022 in Review

Level Four Advisory Services sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2022, closing a stake of 16,738 shares — an estimated $428K sold.

Level Four Advisory Services first reported a position in DVLU in Q4 2021 and held it in 2 quarters. The position peaked at $428K in Q1 2022. 13 funds tracked by Wall St. Rank hold DVLU as of Q2 2022.

  • Level Four Advisory Services reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q2 2022 after selling out during the quarter.
  • Level Four Advisory Services sold 16,738 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2022, an estimated $428K.
  • Level Four Advisory Services first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2021 and held it in 2 quarters.
  • Level Four Advisory Services's First Trust Dorsey Wright Momentum & Value ETF position peaked at $428K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.