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First Trust Dorsey Wright Momentum & Value ETF (DVLU) Institutional Ownership

$30.48 +0.37 (+1.23%)
As of 07/3/2025 02:20 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Value ETF (NASDAQ:DVLU)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$13.76M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$913.19K
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DVLU Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Momentum & Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2025Harbour Investments Inc.3,427$97K0.0%-23.8%0.343%
5/8/2025Private Advisory Group LLC43,342$1.23M0.1%-1.5%4.334%
5/7/2025LPL Financial LLC48,947$1.39M0.0%-1.9%4.895%
5/6/2025Cetera Investment Advisers25,868$735K0.0%+15.9%2.587%
4/23/2025Virtus Wealth Solutions LLC323,456$9.20M2.8%-0.8%32.346%
4/17/2025Janney Montgomery Scott LLC10,540$300K0.0%-10.2%1.054%
4/14/2025Farther Finance Advisors LLC25,720$730K0.0%+10,752.3%2.572%
4/10/2025Accel Wealth Management14,091$401K0.1%-6.8%1.409%
2/17/2025Cetera Investment Advisers22,319$650K0.0%-19.5%2.232%
2/17/2025Citadel Advisors LLC27,091$789K0.0%+92.9%2.709%
2/13/2025Virtus Wealth Solutions LLC326,165$9.50M2.2%N/A32.617%
2/11/2025LPL Financial LLC49,879$1.45M0.0%+18.7%4.988%
2/10/2025Harbour Investments Inc.4,497$131K0.0%+71.0%0.450%
2/10/2025Commonwealth Equity Services LLC213,762$6.23M0.0%-7.3%21.376%
1/17/2025Janney Montgomery Scott LLC11,740$342K0.0%-7.8%1.174%
10/9/2024Private Advisory Group LLC127,002$3.92M0.5%-0.6%12.095%
7/31/2024Commonwealth Equity Services LLC555,882$15.59M0.0%+0.4%50.535%
7/23/2024Private Advisory Group LLC127,732$3.58M0.5%+310.3%11.612%
4/29/2024Commonwealth Equity Services LLC553,732$16.68M0.0%+0.6%61.526%
1/18/2024Accel Wealth Management15,459$401K0.2%-7.1%1.819%
11/14/2023Private Advisory Group LLC33,925$775K0.1%+3.8%3.571%
10/23/2023Commonwealth Equity Services LLC601,274$13.74M0.0%-2.5%63.292%
8/10/2023Commonwealth Equity Services LLC616,627$14.53M0.0%+6.5%61.663%
7/13/2023Cambridge Investment Research Advisors Inc.19,216$453K0.0%-12.7%2.135%
5/11/2023Commonwealth Equity Services LLC579,031$12.84M0.0%+2.5%60.951%
4/28/2023Janney Montgomery Scott LLC16,005$355K0.0%-3.3%1.685%
4/20/2023Accel Wealth Management16,983$377K0.2%+2.7%1.788%
2/8/2023Cambridge Investment Research Advisors Inc.22,512$499K0.0%-25.0%2.370%
2/7/2023Commonwealth Equity Services LLC564,869$12.53M0.0%+2.2%59.460%
11/15/2022Commonwealth Equity Services LLC552,498$11.25M0.0%+2.7%55.250%
10/17/2022Cambridge Investment Research Advisors Inc.30,023$612K0.0%-19.1%3.002%
8/12/2022Private Advisory Group LLC70,494$1.52M0.3%+9.5%7.049%
8/3/2022Janney Montgomery Scott LLC16,580$370K0.0%+6.7%1.658%
7/19/2022Commonwealth Equity Services LLC537,966$11.58M0.0%+0.9%53.797%
7/13/2022Cambridge Investment Research Advisors Inc.37,113$799K0.0%+9.0%3.711%
5/10/2022Level Four Advisory Services LLC16,738$428K0.0%+12.8%1.674%
5/4/2022Prospera Financial Services Inc3,351$86K0.0%N/A0.335%
5/4/2022Commonwealth Equity Services LLC533,142$13.64M0.0%+0.4%53.314%
4/29/2022Accel Wealth Management16,389$419K0.2%+33.6%1.490%
4/28/2022Ahrens Investment Partners LLC119,006$3.05M1.0%+5,435.2%10.819%
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2/11/2022Level Four Advisory Services LLC14,841$374K0.0%N/A1.562%
2/11/2022Advisor Resource Council65,819$1.66M0.1%N/A6.928%
2/3/2022Cambridge Investment Research Advisors Inc.40,372$1.02M0.0%+4.3%4.037%
2/3/2022Advisor Group Holdings Inc.10,945$275K0.0%-8.3%1.095%
1/31/2022Commonwealth Equity Services LLC530,991$13.37M0.0%+3.4%53.099%
1/27/2022Private Advisory Group LLC34,421$866K0.2%-49.5%3.442%
1/21/2022Ahrens Investment Partners LLC2,150$54K0.0%N/A0.215%
1/18/2022Accel Wealth Management12,271$309K0.2%+26.2%1.227%
1/18/2022Selective Wealth Management Inc.1,000$25K0.0%N/A0.100%
12/8/2021Moors & Cabot Inc.10,500$247K0.0%+16.7%1.050%
11/16/2021MML Investors Services LLC36,208$852K0.0%+2.1%3.448%
11/12/2021OLD Mission Capital LLC24,857$585K0.0%N/A2.367%
11/5/2021Truist Financial Corp36,865$867K0.0%-48.6%3.511%
11/5/2021Advisor Group Holdings Inc.11,930$281K0.0%-83.7%1.136%
11/4/2021Accel Wealth Management9,720$229K0.1%+90.8%0.926%
11/2/2021Cambridge Investment Research Advisors Inc.38,700$911K0.0%+4.3%3.686%
10/29/2021Commonwealth Equity Services LLC513,773$12.09M0.0%-3.3%48.931%
10/22/2021Private Advisory Group LLC68,181$1.60M0.4%+22.2%6.493%
10/12/2021Level Four Financial LLC14,841$349K0.2%-28.2%1.413%
8/19/2021Advisor Resource Council27,906$656K0.1%N/A2.427%
8/11/2021Commonwealth Equity Services LLC531,564$12.49M0.0%+1.3%44.297%
8/11/2021Susquehanna International Group LLP19,828$466K0.0%N/A1.652%
8/10/2021Moors & Cabot Inc.9,000$211K0.0%N/A0.750%
8/10/2021Cambridge Investment Research Advisors Inc.37,117$872K0.0%+144.2%3.093%
8/9/2021Level Four Financial LLC20,673$486K0.2%N/A1.723%
8/4/2021Envestnet Asset Management Inc.72,465$1.70M0.0%N/A6.039%
8/3/2021Accel Wealth Management5,095$120K0.1%+29.5%0.425%
8/2/2021Advisor Group Holdings Inc.73,370$1.72M0.0%+16.2%6.114%
8/2/2021Private Advisory Group LLC55,799$1.31M0.3%+65.8%4.650%
5/18/2021Citadel Advisors LLC17,354$388K0.0%-59.6%1.085%
5/17/2021Royal Bank of Canada6,111$137K0.0%N/A0.394%
5/17/2021Goldman Sachs Group Inc.23,876$534K0.0%+8.7%1.540%
5/14/2021MML Investors Services LLC35,152$786K0.0%+3.9%2.268%
(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, 11 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Value ETF. The most heavily invested institutionals were Virtus Wealth Solutions LLC ($9.20M), Commonwealth Equity Services LLC ($6.23M), LPL Financial LLC ($1.39M), Private Advisory Group LLC ($1.23M), Citadel Advisors LLC ($789K), Cetera Investment Advisers ($735K), and Farther Finance Advisors LLC ($730K).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?

The following institutional investors have purchased First Trust Dorsey Wright Momentum & Value ETF's stock in the last 24 months: Virtus Wealth Solutions LLC ($326.17K), Private Advisory Group LLC ($97.83K), Commonwealth Equity Services LLC ($43.18K), Farther Finance Advisors LLC ($25.48K), Citadel Advisors LLC ($13.05K), LPL Financial LLC ($7.85K), and Cetera Investment Advisers ($3.55K).

How much institutional buying is happening at First Trust Dorsey Wright Momentum & Value ETF?

Institutional investors have bought a total of 476,710 shares in the last 24 months. This purchase volume represents approximately $13.76M in transactions.

Which of First Trust Dorsey Wright Momentum & Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months: Commonwealth Equity Services LLC ($16.76K), Cetera Investment Advisers ($5.42K), Virtus Wealth Solutions LLC ($2.71K), Janney Montgomery Scott LLC ($2.20K), Private Advisory Group LLC ($1.39K), Harbour Investments Inc. ($1.07K), and Accel Wealth Management ($1.02K).

How much institutional selling is happening at First Trust Dorsey Wright Momentum & Value ETF?

Institutional investors have sold a total of 31,499 shares in the last 24 months. This volume of shares sold represents approximately $913.19K in transactions.


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This page (NASDAQ:DVLU) was last updated on 7/4/2025 by MarketBeat.com Staff
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