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N.E.W. Advisory Services’s DoubleLine Fortune 500 Equal Weight ETF DFVE Stock Holding History

N.E.W. Advisory Services’s Portfolio DFVE Stock Details DFVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-34
Closed -$1.08K – 958
2025
Q4 		$1.08K Hold
34
– – ﹤0.01% 846
2025
Q3 		$1.07K Hold
34
– – ﹤0.01% 791
2025
Q2 		$1.01K Hold
34
– – ﹤0.01% 800
2025
Q1 		$960 Buy
+34
New +$980 ﹤0.01% 865

Other funds holding DFVE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

N.E.W. Advisory Services's DFVE Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of DoubleLine Fortune 500 Equal Weight ETF (DFVE) in Q1 2026, closing a stake of 34 shares — an estimated $1.08K sold.

N.E.W. Advisory Services first reported a position in DFVE in Q1 2025 and held it in 4 quarters. The position peaked at $1.08K in Q4 2025. 9 funds tracked by Wall St. Rank hold DFVE as of Q1 2026.

  • N.E.W. Advisory Services reported no remaining DoubleLine Fortune 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 34 DoubleLine Fortune 500 Equal Weight ETF shares in Q1 2026, an estimated $1.08K.
  • N.E.W. Advisory Services first reported a position in DoubleLine Fortune 500 Equal Weight ETF in Q1 2025 and held it in 4 quarters.
  • N.E.W. Advisory Services's DoubleLine Fortune 500 Equal Weight ETF position peaked at $1.08K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held DoubleLine Fortune 500 Equal Weight ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.