First Trust Dorsey Wright Momentum & Value ETFDVLU
DVLU
0
Funds holding %
of 7,299 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.35% more ownership
Funds ownership: 78.4% [Q4 2024] → 79.75% (+1.35%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
1% less capital invested
Capital invested by funds: $22.8M [Q4 2024] → $22.7M (-$171K) [Q1 2025]
6% less funds holding
Funds holding: 17 [Q4 2024] → 16 (-1) [Q1 2025]
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Research analyst outlook
We haven’t received any recent analyst ratings for DVLU.
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
DVLU: High Concentration Risks For This Dorsey Wright Momentum And Value ETF
First Trust Dorsey Wright Momentum & Value ETF selects 50 large/mid-cap stocks based on four value metrics after first passing a proprietary momentum screen. Its expense ratio is 0.60% and the ETF has $29 million in AUM. I found the Dorsey Wright approach to momentum investing to be unconvincing. Furthermore, an ETF applying the strategy has performed poorly over the last 18 years. DVLU's selection process also does not include any sector constraints, leading to 55% allocated to a single sector. This lack of guardrails will likely to lead to inconsistent returns.
Neutral
Seeking Alpha
1 year ago
Why Now For U.S. Equity Income?
US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.
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