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DVLUDVLU
14 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF

LPL Financial LLC holds 85,942 shares of DVLU (FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF), worth $3.4M as of 2026-Q2. The position was increased (+35.7% shares). DVLU represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$3.4M

Current Shares

85,942

Total Value Change

+$3.2M

Total Shares Change

+76,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,942
+35.7%
$3.4M0.0%$39.66
34
2026-Q1
Increased
63,331
+8.5%
$2.2M0.0%$35.86
28
2025-Q4
Increased
58,354
+37.4%
$2.1M0.0%$36.07
34
2025-Q3
Decreased
42,470
-9.6%
$1.4M0.0%$33.48
0
2025-Q2
Decreased
46,960
-4.1%
$1.4M0.0%$29.67
0
2025-Q1
Decreased
48,947
-1.9%
$1.4M0.0%$28.00
0
2024-Q4
Increased
49,879
+18.7%
$1.5M0.0%$28.90
30
2024-Q3
Increased
42,029
+0.9%
$1.3M0.0%$30.30
26
2024-Q2
Increased
41,670
+82.5%
$1.2M0.0%$27.64
39
2024-Q1
Increased
22,829
+27.2%
$687,6090.0%$29.61
30
2023-Q4
Increased
17,951
+28.1%
$466,1870.0%$25.49
30
2023-Q3
Increased
14,011
+25.6%
$320,1510.0%$22.31
29
2023-Q2
Increased
11,157
+23.3%
$262,8340.0%$22.89
28
2023-Q1
New
9,052
-
$200,6830.0%$21.22
32

Other major holders of DVLU: COMMONWEALTH EQUITY SERVICES, LLC, MML INVESTORS SERVICES, LLC

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