Raymond James Financial
DVLU icon

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

Raymond James Financial’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
2026
Q1 		$3.95M Buy
+115,413
New +$4.13M ﹤0.01% 2785
2025
Q3 		– Sell
-1,460
Closed -$43.6K – 5456
2025
Q2 		$43.6K Buy
+1,460
New +$41K ﹤0.01% 5239

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Raymond James Financial's DVLU Position: Q1 2026 in Review

Raymond James Financial opened a new position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2026: 115,413 shares worth $3.95M. The stake represents ﹤0.01% of the portfolio and ranks #2785 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in DVLU as recently as Q2 2025.

Raymond James Financial first reported a position in DVLU in Q2 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

  • Raymond James Financial held 115,413 shares of First Trust Dorsey Wright Momentum & Value ETF worth $3.95M as of Q1 2026.
  • First Trust Dorsey Wright Momentum & Value ETF was a new Raymond James Financial position in Q1 2026.
  • First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2785 holding.
  • Raymond James Financial first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q2 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.