Prospera Financial Services’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-3,351	Closed	-$86K	–	1865
2022 Q1	$86K	Buy	+3,351	New	+$84.7K	﹤0.01%	1161
2020 Q1	–	Sell	-12,093	Closed	-$237K	–	538
2019 Q4	$237K	Hold	12,093	–	–	0.02%	527
2019 Q3	$223K	Sell	12,093 -850	-7%	-$15.6K	0.02%	498
2019 Q2	$240K	Buy	12,943 +1,000	+8%	+$18.2K	0.03%	456
2019 Q1	$218K	Buy	+11,943	New	+$208K	0.07%	289

Other funds holding DVLU

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prospera Financial Services's DVLU Position: Q2 2022 in Review

Prospera Financial Services sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2022, closing a stake of 3,351 shares — an estimated $86K sold.

Prospera Financial Services first reported a position in DVLU in Q1 2019 and held it in 5 quarters. The position peaked at $240K in Q2 2019. 13 funds tracked by Wall St. Rank hold DVLU as of Q2 2022.

Prospera Financial Services reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 3,351 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2022, an estimated $86K.
Prospera Financial Services first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2019 and held it in 5 quarters.
Prospera Financial Services's First Trust Dorsey Wright Momentum & Value ETF position peaked at $240K in Q2 2019.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.