Virtus Wealth Solutions’s First Trust Dorsey Wright Momentum & Value ETF DVLU Stock Holding History

Virtus Wealth Solutions’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	$11.4M	Sell	288,316 -10,733	-4%	-$407K	1.56%	17
2026 Q1	$10.2M	Buy	299,049 +1,261	+0.4%	+$45.1K	1.95%	17
2025 Q4	$10.6M	Sell	297,788 -11,652	-4%	-$402K	2.02%	12
2025 Q3	$10.4M	Sell	309,440 -9,709	-3%	-$301K	2%	13
2025 Q2	$9.53M	Sell	319,149 -4,307	-1%	-$121K	1.96%	12
2025 Q1	$9.2M	Sell	323,456 -2,709	-0.8%	-$80.3K	2.79%	8
2024 Q4	$9.5M	Buy	+326,165	New	+$10.1M	2.24%	10

Other funds holding DVLU

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Virtus Wealth Solutions's DVLU Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 3.6% in Q2 2026, selling an estimated $407K and leaving 288,316 shares worth $11.4M. The position accounts for 1.56% of the portfolio, ranked #17.

Virtus Wealth Solutions first reported a position in DVLU in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold DVLU as of Q2 2026.

Virtus Wealth Solutions held 288,316 shares of First Trust Dorsey Wright Momentum & Value ETF worth $11.4M as of Q2 2026.
Virtus Wealth Solutions sold 10,733 First Trust Dorsey Wright Momentum & Value ETF shares in Q2 2026, an estimated $407K.
First Trust Dorsey Wright Momentum & Value ETF made up 1.56% of Virtus Wealth Solutions's portfolio in Q2 2026, its #17 holding.
Virtus Wealth Solutions first reported a position in First Trust Dorsey Wright Momentum & Value ETF in Q4 2024 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.