Question 1

How many shares of DVLU does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 199,387 shares of DVLU (FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF).

Question 2

What is OSAIC HOLDINGS, INC.'s DVLU position worth?

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s DVLU position is worth $7.9M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling DVLU?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. increased their DVLU position (+9.3% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy DVLU?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in DVLU in 2021-Q1. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	199,387	+9.3%	$7.9M	0.0%	$39.66	30
2026-Q1	Increased	182,357	+3.8%	$6.2M	0.0%	$35.86	28
2025-Q4	Increased	175,648	+11.0%	$6.3M	0.0%	$36.07	30
2025-Q3	New	158,198	-	$5.3M	0.0%	$33.48	37
2024-Q1	Exited	0	-100.0%	$0	0.0%	$29.61	0
2023-Q4	Decreased	3,730	-21.4%	$96,868	0.0%	$25.49	0
2023-Q3	Increased	4,746	+168.1%	$108,446	0.0%	$22.31	35
2023-Q2	Decreased	1,770	-20.4%	$41,697	0.0%	$22.89	0
2023-Q1	Decreased	2,223	-44.5%	$49,284	0.0%	$21.22	0
2022-Q4	Increased	4,006	+27.3%	$89,000	0.0%	$21.45	27
2022-Q3	Decreased	3,148	-67.1%	$64,000	0.0%	$19.66	0
2022-Q2	Decreased	9,567	-30.2%	$206,000	0.0%	$20.92	0
2022-Q1	Increased	13,705	+25.2%	$351,000	0.0%	$24.72	29
2021-Q4	Decreased	10,945	-8.3%	$275,000	0.0%	$23.77	0
2021-Q3	Decreased	11,930	-83.7%	$281,000	0.0%	$22.62	0
2021-Q2	Increased	73,370	+16.2%	$1.7M	0.0%	$21.89	30
2021-Q1	New	63,153	-	$1.4M	0.0%	$21.00	35

DVLU17 quarters

DVLU
17 quarters