First Trust Dorsey Wright Momentum & Value ETF (DVLU) Institutional Ownership $31.20 +0.04 (+0.14%) As of 09:31 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Value ETF (NASDAQ:DVLU)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$20.61MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$1.18M Get DVLU Insider Trade Alerts Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Momentum & Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data DVLU Institutional Buying and Selling by Quarter First Trust Dorsey Wright Momentum & Value ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Raymond James Financial Inc.1,460$44K0.0%N/A0.146% 8/8/2025 Cetera Investment Advisers27,361$817K0.0%+5.8%2.736% 8/1/2025 GGM Financials LLC319,149$9.53M1.9%N/A31.915% 7/23/2025 Virtus Wealth Solutions LLC319,149$9.53M2.0%-1.3%31.915% 7/17/2025 Janney Montgomery Scott LLC9,540$285K0.0%-9.5%0.954% 7/11/2025 Farther Finance Advisors LLC22,024$658K0.0%-14.4%2.202% 5/8/2025 Harbour Investments Inc.3,427$97K0.0%-23.8%0.343% 5/8/2025 Private Advisory Group LLC43,342$1.23M0.1%-1.5%4.334% 5/7/2025 LPL Financial LLC48,947$1.39M0.0%-1.9%4.895% 5/6/2025 Cetera Investment Advisers25,868$735K0.0%+15.9%2.587% Get the Latest News and Ratings for DVLU and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Trust Dorsey Wright Momentum & Value ETF and its competitors with MarketBeat's FREE daily newsletter. 4/23/2025 Virtus Wealth Solutions LLC323,456$9.20M2.8%-0.8%32.346% 4/17/2025 Janney Montgomery Scott LLC10,540$300K0.0%-10.2%1.054% 4/14/2025 Farther Finance Advisors LLC25,720$730K0.0%+10,752.3%2.572% 4/10/2025 Accel Wealth Management14,091$401K0.1%-6.8%1.409% 2/17/2025 Cetera Investment Advisers22,319$650K0.0%-19.5%2.232% 2/17/2025 Citadel Advisors LLC27,091$789K0.0%+92.9%2.709% 2/13/2025 Virtus Wealth Solutions LLC326,165$9.50M2.2%N/A32.617% 2/11/2025 LPL Financial LLC49,879$1.45M0.0%+18.7%4.988% 2/10/2025 Harbour Investments Inc.4,497$131K0.0%+71.0%0.450% 2/10/2025 Commonwealth Equity Services LLC213,762$6.23M0.0%-7.3%21.376% 1/17/2025 Janney Montgomery Scott LLC11,740$342K0.0%-7.8%1.174% 10/9/2024 Private Advisory Group LLC127,002$3.92M0.5%-0.6%12.095% 7/31/2024 Commonwealth Equity Services LLC555,882$15.59M0.0%+0.4%50.535% 7/23/2024 Private Advisory Group LLC127,732$3.58M0.5%+310.3%11.612% 4/29/2024 Commonwealth Equity Services LLC553,732$16.68M0.0%+0.6%61.526% 1/18/2024 Accel Wealth Management15,459$401K0.2%-7.1%1.819% 11/14/2023 Private Advisory Group LLC33,925$775K0.1%+3.8%3.571% 10/23/2023 Commonwealth Equity Services LLC601,274$13.74M0.0%-2.5%63.292% 8/10/2023 Commonwealth Equity Services LLC616,627$14.53M0.0%+6.5%61.663% 7/13/2023 Cambridge Investment Research Advisors Inc.19,216$453K0.0%-12.7%2.135% 5/11/2023 Commonwealth Equity Services LLC579,031$12.84M0.0%+2.5%60.951% 4/28/2023 Janney Montgomery Scott LLC16,005$355K0.0%-3.3%1.685% 4/20/2023 Accel Wealth Management16,983$377K0.2%+2.7%1.788% 2/8/2023 Cambridge Investment Research Advisors Inc.22,512$499K0.0%-25.0%2.370% 2/7/2023 Commonwealth Equity Services LLC564,869$12.53M0.0%+2.2%59.460% 11/15/2022 Commonwealth Equity Services LLC552,498$11.25M0.0%+2.7%55.250% 10/17/2022 Cambridge Investment Research Advisors Inc.30,023$612K0.0%-19.1%3.002% 8/12/2022 Private Advisory Group LLC70,494$1.52M0.3%+9.5%7.049% 8/3/2022 Janney Montgomery Scott LLC16,580$370K0.0%+6.7%1.658% 7/19/2022 Commonwealth Equity Services LLC537,966$11.58M0.0%+0.9%53.797% This is my Christian duty (Ad)“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. 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He’s revealing everything in a new presentation.Watch Jim Rickards reveal the Old Testament Wealth Code7/13/2022 Cambridge Investment Research Advisors Inc.37,113$799K0.0%+9.0%3.711% 5/10/2022 Level Four Advisory Services LLC16,738$428K0.0%+12.8%1.674% 5/4/2022 Prospera Financial Services Inc3,351$86K0.0%N/A0.335% 5/4/2022 Commonwealth Equity Services LLC533,142$13.64M0.0%+0.4%53.314% 4/29/2022 Accel Wealth Management16,389$419K0.2%+33.6%1.490% 4/28/2022Ahrens Investment Partners LLC119,006$3.05M1.0%+5,435.2%10.819% 2/11/2022 Level Four Advisory Services LLC14,841$374K0.0%N/A1.562% 2/11/2022 Advisor Resource Council65,819$1.66M0.1%N/A6.928% 2/3/2022 Cambridge Investment Research Advisors Inc.40,372$1.02M0.0%+4.3%4.037% 2/3/2022 Advisor Group Holdings Inc.10,945$275K0.0%-8.3%1.095% 1/31/2022 Commonwealth Equity Services LLC530,991$13.37M0.0%+3.4%53.099% 1/27/2022 Private Advisory Group LLC34,421$866K0.2%-49.5%3.442% 1/21/2022Ahrens Investment Partners LLC2,150$54K0.0%N/A0.215% 1/18/2022 Accel Wealth Management12,271$309K0.2%+26.2%1.227% 1/18/2022 Selective Wealth Management Inc.1,000$25K0.0%N/A0.100% 12/8/2021 Moors & Cabot Inc.10,500$247K0.0%+16.7%1.050% 11/16/2021 MML Investors Services LLC36,208$852K0.0%+2.1%3.448% 11/12/2021 OLD Mission Capital LLC24,857$585K0.0%N/A2.367% 11/5/2021 Truist Financial Corp36,865$867K0.0%-48.6%3.511% 11/5/2021 Advisor Group Holdings Inc.11,930$281K0.0%-83.7%1.136% 11/4/2021 Accel Wealth Management9,720$229K0.1%+90.8%0.926% 11/2/2021 Cambridge Investment Research Advisors Inc.38,700$911K0.0%+4.3%3.686% 10/29/2021 Commonwealth Equity Services LLC513,773$12.09M0.0%-3.3%48.931% 10/22/2021 Private Advisory Group LLC68,181$1.60M0.4%+22.2%6.493% 10/12/2021Level Four Financial LLC14,841$349K0.2%-28.2%1.413% 8/19/2021 Advisor Resource Council27,906$656K0.1%N/A2.427% 8/11/2021 Commonwealth Equity Services LLC531,564$12.49M0.0%+1.3%44.297% 8/11/2021 Susquehanna International Group LLP19,828$466K0.0%N/A1.652% 8/10/2021 Moors & Cabot Inc.9,000$211K0.0%N/A0.750% 8/10/2021 Cambridge Investment Research Advisors Inc.37,117$872K0.0%+144.2%3.093% 8/9/2021Level Four Financial LLC20,673$486K0.2%N/A1.723% 8/4/2021 Envestnet Asset Management Inc.72,465$1.70M0.0%N/A6.039% 8/2/2021 Advisor Group Holdings Inc.73,370$1.72M0.0%+16.2%6.114% (Data available from 1/1/2016 forward) DVLU Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of DVLU shares? During the previous two years, 12 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Value ETF. The most heavily invested institutionals were GGM Financials LLC ($9.53M), Virtus Wealth Solutions LLC ($9.53M), Commonwealth Equity Services LLC ($6.23M), LPL Financial LLC ($1.39M), Private Advisory Group LLC ($1.23M), Cetera Investment Advisers ($817K), and Citadel Advisors LLC ($789K).Learn more on First Trust Dorsey Wright Momentum & Value ETF's institutional investors. Which institutional investors have been buying First Trust Dorsey Wright Momentum & Value ETF's stock? Of the 10 institutional investors that purchased First Trust Dorsey Wright Momentum & Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtus Wealth Solutions LLC ($326.17K), GGM Financials LLC ($319.15K), Private Advisory Group LLC ($97.83K), Farther Finance Advisors LLC ($25.48K), Citadel Advisors LLC ($13.05K), LPL Financial LLC ($7.85K), and Commonwealth Equity Services LLC ($5.58K). How much institutional buying is happening at First Trust Dorsey Wright Momentum & Value ETF? Institutional investors have bought a total of 700,061 shares in the last 24 months. This purchase volume represents approximately $20.61M in transactions. Which of First Trust Dorsey Wright Momentum & Value ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold First Trust Dorsey Wright Momentum & Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($16.76K), Virtus Wealth Solutions LLC ($7.02K), Cetera Investment Advisers ($5.42K), Farther Finance Advisors LLC ($3.70K), Janney Montgomery Scott LLC ($3.20K), Private Advisory Group LLC ($1.39K), and Harbour Investments Inc. ($1.07K). How much institutional selling is happening at First Trust Dorsey Wright Momentum & Value ETF? Institutional investors have sold a total of 40,502 shares in the last 24 months. This volume of shares sold represents approximately $1.18M in transactions. 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