Sigma Planning Corp’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Sigma Planning Corp’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
2020 Q1	–	Sell	-12,714	Closed	-$249K	–	962
2019 Q4	$249K	Buy	+12,714	New	+$243K	0.01%	879

Other funds holding DVLU

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

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

PAG

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sigma Planning Corp's DVLU Position: Q1 2020 in Review

Sigma Planning Corp sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q1 2020, closing a stake of 12,714 shares — an estimated $249K sold.

Sigma Planning Corp first reported a position in DVLU in Q4 2019 and held it in 1 quarter. The position peaked at $249K in Q4 2019. 11 funds tracked by Wall St. Rank hold DVLU as of Q1 2020.

Sigma Planning Corp reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 12,714 First Trust Dorsey Wright Momentum & Value ETF shares in Q1 2020, an estimated $249K.
Sigma Planning Corp first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2019 and held it in 1 quarter.
Sigma Planning Corp's First Trust Dorsey Wright Momentum & Value ETF position peaked at $249K in Q4 2019.
11 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.