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 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 $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

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

Virtus Wealth Solutions's DVLU Position: Q1 2026 in Review

Virtus Wealth Solutions increased its First Trust Dorsey Wright Momentum & Value ETF (DVLU) stake by 0.42% in Q1 2026, buying an estimated $45.1K and bringing the position to 299,049 shares worth $10.2M. The position accounts for 1.95% of the portfolio, ranked #17.

Virtus Wealth Solutions first reported a position in DVLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q4 2025. 17 funds tracked by Wall St. Rank hold DVLU as of Q1 2026.

Virtus Wealth Solutions held 299,049 shares of First Trust Dorsey Wright Momentum & Value ETF worth $10.2M as of Q1 2026.
Virtus Wealth Solutions bought 1,261 First Trust Dorsey Wright Momentum & Value ETF shares in Q1 2026, an estimated $45.1K.
First Trust Dorsey Wright Momentum & Value ETF made up 1.95% of Virtus Wealth Solutions's portfolio in Q1 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 6 quarters since.
Virtus Wealth Solutions's First Trust Dorsey Wright Momentum & Value ETF position peaked at $10.6M in Q4 2025.
17 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Value ETF as of Q1 2026.

Based on Virtus Wealth Solutions's 13F filing for Q1 2026, filed 8 May 2026.