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Sound Income Strategies’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-632
Closed -$22K – 981
2026
Q1 		$22K Hold
632
– – ﹤0.01% 1139
2025
Q4 		$23.3K Buy
+632
New +$21.8K ﹤0.01% 1091

Other funds holding DVLU

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Sound Income Strategies's DVLU Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Dorsey Wright Momentum & Value ETF (DVLU) in Q2 2026, closing a stake of 632 shares — an estimated $22K sold.

Sound Income Strategies first reported a position in DVLU in Q4 2025 and held it in 2 quarters. The position peaked at $23.3K in Q4 2025. 13 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Dorsey Wright Momentum & Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 632 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $22K.
  • Sound Income Strategies first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Dorsey Wright Momentum & Value ETF position peaked at $23.3K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.