Northwestern Mutual Wealth Management
DVLU icon

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

Northwestern Mutual 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
2024
Q4 		– Sell
-350
Closed -$10.8K – 3677
2024
Q3 		$10.8K Buy
+350
New +$10.3K ﹤0.01% 2665

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's DVLU Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q4 2024, closing a stake of 350 shares — an estimated $10.8K sold.

Northwestern Mutual Wealth Management first reported a position in DVLU in Q3 2024 and held it in 1 quarter. The position peaked at $10.8K in Q3 2024. 17 funds tracked by Wall St. Rank hold DVLU as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 350 First Trust Dorsey Wright Momentum & Value ETF shares in Q4 2024, an estimated $10.8K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Trust Dorsey Wright Momentum & Value ETF position peaked at $10.8K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.