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

Raymond James Financial Services Advisors’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 Q3	–	Sell	-36,441	Closed	-$1.02M	–	3475
2024 Q2	$1.02M	Buy	+36,441	New	+$1.05M	﹤0.01%	2073

Other funds holding DVLU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Raymond James Financial Services Advisors's DVLU Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q3 2024, closing a stake of 36,441 shares — an estimated $1.02M sold.

Raymond James Financial Services Advisors first reported a position in DVLU in Q2 2024 and held it in 1 quarter. The position peaked at $1.02M in Q2 2024. 16 funds tracked by Wall St. Rank hold DVLU as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 36,441 First Trust Dorsey Wright Momentum & Value ETF shares in Q3 2024, an estimated $1.02M.
Raymond James Financial Services Advisors first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q2 2024 and held it in 1 quarter.
Raymond James Financial Services Advisors's First Trust Dorsey Wright Momentum & Value ETF position peaked at $1.02M in Q2 2024.
16 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.