Private Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $3.92M | Sell |
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|
2024
Q2 | $3.58M | Buy |
|
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|
2024
Q1 | $938K | Sell |
|
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|
2023
Q4 | $2.74M | Buy |
|
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $540K | Sell |
|
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|
2022
Q4 | $1.95M | Buy |
|
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|
2022
Q3 | $1.18M | Sell |
|
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.65M | Buy |
|
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $622K | Sell |
|
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $531K | Sell |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $381K | Buy |
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