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

Spire 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
2026 Q2	$19.8K	Hold	500	–	–	﹤0.01%	1445
2026 Q1	$17.1K	Buy	+500	New	+$17.9K	﹤0.01%	1470

Other funds holding DVLU

AWM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's DVLU Position: Q2 2026 in Review

Spire Wealth Management held its First Trust Dorsey Wright Momentum & Value ETF (DVLU) position steady in Q2 2026 at 500 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Spire Wealth Management first reported a position in DVLU in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

Spire Wealth Management held 500 shares of First Trust Dorsey Wright Momentum & Value ETF worth $19.8K as of Q2 2026.
Spire Wealth Management left its First Trust Dorsey Wright Momentum & Value ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Momentum & Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1445 holding.
Spire Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.