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

Selective 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
2022 Q2	–	Sell	-1,000	Closed	-$26K	–	777
2022 Q1	$26K	Hold	1,000	–	–	0.01%	411
2021 Q4	$25K	Buy	+1,000	New	+$24.7K	0.01%	378

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

Selective Wealth Management's DVLU Position: Q2 2022 in Review

Selective Wealth Management sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2022, closing a stake of 1,000 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in DVLU in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2022. 13 funds tracked by Wall St. Rank hold DVLU as of Q2 2022.

Selective Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2022, an estimated $26K.
Selective Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2021 and held it in 2 quarters.
Selective Wealth Management's First Trust Dorsey Wright Momentum & Value ETF position peaked at $26K in Q1 2022.
13 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.