Morgan Stanley’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Morgan Stanley’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
2026 Q1	–	Sell	-1	Closed	-$55	–	8343
2025 Q4	$55	Sell	1 -32	-97%	-$1.1K	﹤0.01%	7816
2025 Q3	$1.13K	Buy	33 +32	+3,200%	+$991	﹤0.01%	7381
2025 Q2	$52	Hold	1	–	–	﹤0.01%	7768
2025 Q1	$50	Hold	1	–	–	﹤0.01%	7716
2024 Q4	$52	Hold	1	–	–	﹤0.01%	7587
2024 Q3	$57	Hold	1	–	–	﹤0.01%	7542
2024 Q2	$52	Hold	1	–	–	﹤0.01%	7479
2024 Q1	$57	Sell	1 -1	-50%	-$27	﹤0.01%	7454
2023 Q4	$98	Buy	+2	New	+$47	﹤0.01%	7473

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

PAG

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

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

Morgan Stanley's DVLU Position: Q1 2026 in Review

Morgan Stanley sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2026, closing a stake of 1 share — an estimated $55 sold.

Morgan Stanley first reported a position in DVLU in Q4 2023 and held it in 9 quarters. The position peaked at $1.13K in Q3 2025. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

Morgan Stanley reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1 First Trust Dorsey Wright Momentum & Value ETF share in Q1 2026, an estimated $55.
Morgan Stanley first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2023 and held it in 9 quarters.
Morgan Stanley's First Trust Dorsey Wright Momentum & Value ETF position peaked at $1.13K in Q3 2025.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.