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

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Number of Institutional Buyers (last 12 months): 6
Total Institutional Inflows (last 12 months): $2.93M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $1.59M

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DVLU Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/1/2024	Goldman Sachs Group Inc.	13,523	$351K	0.0%	-52.1%	1.591%
2/15/2024	Citadel Advisors LLC	35,679	$927K	0.0%	N/A	4.198%
2/13/2024	Goldman Sachs Group Inc.	13,523	$351K	0.0%	-52.1%	1.591%
1/18/2024	Accel Wealth Management	15,459	$401K	0.2%	-7.1%	1.819%
11/14/2023	Private Advisory Group LLC	33,925	$775K	0.1%	+3.8%	3.571%
11/13/2023	LPL Financial LLC	14,011	$320K	0.0%	+25.6%	1.475%
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10/23/2023	Commonwealth Equity Services LLC	601,274	$13.74M	0.0%	-2.5%	63.292%
8/21/2023	Osaic Holdings Inc.	1,770	$42K	0.0%	-20.4%	0.177%
8/15/2023	Goldman Sachs Group Inc.	11,168	$263K	0.0%	-29.5%	1.117%
8/15/2023	Royal Bank of Canada	3,138	$74K	0.0%	-34.6%	0.314%
8/15/2023	Citadel Advisors LLC	10,017	$236K	0.0%	-41.1%	1.002%
8/10/2023	Osaic Holdings Inc.	1,770	$42K	0.0%	-20.4%	0.177%
8/10/2023	Commonwealth Equity Services LLC	616,627	$14.53M	0.0%	+6.5%	61.663%
7/31/2023	LPL Financial LLC	11,157	$263K	0.0%	+23.3%	1.116%
7/13/2023	Cambridge Investment Research Advisors Inc.	19,216	$453K	0.0%	-12.7%	2.135%
5/16/2023	Susquehanna International Group LLP	34,674	$769K	0.0%	+27.5%	3.650%
5/11/2023	Cambridge Investment Research Advisors Inc.	22,006	$488K	0.0%	-2.2%	2.316%
5/11/2023	Commonwealth Equity Services LLC	579,031	$12.84M	0.0%	+2.5%	60.951%
4/28/2023	Janney Montgomery Scott LLC	16,005	$355K	0.0%	-3.3%	1.685%
4/20/2023	Accel Wealth Management	16,983	$377K	0.2%	+2.7%	1.788%
2/14/2023	Susquehanna International Group LLP	27,204	$603K	0.0%	-20.6%	2.864%
2/10/2023	Advisor Group Holdings Inc.	4,006	$89K	0.0%	+27.3%	0.422%
2/8/2023	UBS Group AG	2,856	$63K	0.0%	N/A	0.301%
2/8/2023	Cambridge Investment Research Advisors Inc.	22,512	$499K	0.0%	-25.0%	2.370%
2/7/2023	Commonwealth Equity Services LLC	564,869	$12.53M	0.0%	+2.2%	59.460%
11/16/2022	Jane Street Group LLC	13,653	$278K	0.0%	N/A	1.365%
11/15/2022	Commonwealth Equity Services LLC	552,498	$11.25M	0.0%	+2.7%	55.250%
10/17/2022	Cambridge Investment Research Advisors Inc.	30,023	$612K	0.0%	-19.1%	3.002%
8/15/2022	Citadel Advisors LLC	26,386	$568K	0.0%	-13.1%	2.639%
8/12/2022	Private Advisory Group LLC	70,494	$1.52M	0.3%	+9.5%	7.049%
8/3/2022	Janney Montgomery Scott LLC	16,580	$370K	0.0%	+6.7%	1.658%
7/19/2022	Commonwealth Equity Services LLC	537,966	$11.58M	0.0%	+0.9%	53.797%
7/13/2022	Cambridge Investment Research Advisors Inc.	37,113	$799K	0.0%	+9.0%	3.711%
5/17/2022	Jane Street Group LLC	37,029	$948K	0.0%	N/A	3.703%
5/17/2022	Royal Bank of Canada	6,122	$157K	0.0%	-68.3%	0.612%
5/13/2022	Private Advisory Group LLC	64,372	$1.65M	0.3%	+87.0%	6.437%
5/12/2022	Cambridge Investment Research Advisors Inc.	34,049	$871K	0.0%	-15.7%	3.405%
5/10/2022	Level Four Advisory Services LLC	16,738	$428K	0.0%	+12.8%	1.674%
5/4/2022	Advisor Group Holdings Inc.	13,705	$351K	0.0%	+25.2%	1.371%
5/4/2022	Prospera Financial Services Inc	3,351	$86K	0.0%	N/A	0.335%
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5/4/2022	Commonwealth Equity Services LLC	533,142	$13.64M	0.0%	+0.4%	53.314%
4/29/2022	Accel Wealth Management	16,389	$419K	0.2%	+33.6%	1.490%
4/28/2022	Ahrens Investment Partners LLC	119,006	$3.05M	1.0%	+5,435.2%	10.819%
2/11/2022	Level Four Advisory Services LLC	14,841	$374K	0.0%	N/A	1.562%
2/11/2022	Advisor Resource Council	65,819	$1.66M	0.1%	N/A	6.928%
2/3/2022	Cambridge Investment Research Advisors Inc.	40,372	$1.02M	0.0%	+4.3%	4.037%
2/3/2022	Advisor Group Holdings Inc.	10,945	$275K	0.0%	-8.3%	1.095%
1/31/2022	Commonwealth Equity Services LLC	530,991	$13.37M	0.0%	+3.4%	53.099%
1/27/2022	Private Advisory Group LLC	34,421	$866K	0.2%	-49.5%	3.442%
1/21/2022	Ahrens Investment Partners LLC	2,150	$54K	0.0%	N/A	0.215%
1/18/2022	Accel Wealth Management	12,271	$309K	0.2%	+26.2%	1.227%
1/18/2022	Selective Wealth Management Inc.	1,000	$25K	0.0%	N/A	0.100%
12/8/2021	Moors & Cabot Inc.	10,500	$247K	0.0%	+16.7%	1.050%
11/16/2021	MML Investors Services LLC	36,208	$852K	0.0%	+2.1%	3.448%
11/12/2021	OLD Mission Capital LLC	24,857	$585K	0.0%	N/A	2.367%
11/5/2021	Truist Financial Corp	36,865	$867K	0.0%	-48.6%	3.511%
11/5/2021	Advisor Group Holdings Inc.	11,930	$281K	0.0%	-83.7%	1.136%
11/4/2021	Accel Wealth Management	9,720	$229K	0.1%	+90.8%	0.926%
11/2/2021	Cambridge Investment Research Advisors Inc.	38,700	$911K	0.0%	+4.3%	3.686%
10/29/2021	Commonwealth Equity Services LLC	513,773	$12.09M	0.0%	-3.3%	48.931%
10/22/2021	Private Advisory Group LLC	68,181	$1.60M	0.4%	+22.2%	6.493%
10/12/2021	Level Four Financial LLC	14,841	$349K	0.2%	-28.2%	1.413%
8/19/2021	Advisor Resource Council	27,906	$656K	0.1%	N/A	2.427%
8/11/2021	Commonwealth Equity Services LLC	531,564	$12.49M	0.0%	+1.3%	44.297%
8/11/2021	Susquehanna International Group LLP	19,828	$466K	0.0%	N/A	1.652%
8/10/2021	Moors & Cabot Inc.	9,000	$211K	0.0%	N/A	0.750%
8/10/2021	Cambridge Investment Research Advisors Inc.	37,117	$872K	0.0%	+144.2%	3.093%
8/9/2021	Level Four Financial LLC	20,673	$486K	0.2%	N/A	1.723%
8/4/2021	Envestnet Asset Management Inc.	72,465	$1.70M	0.0%	N/A	6.039%
8/3/2021	Accel Wealth Management	5,095	$120K	0.1%	+29.5%	0.425%
8/2/2021	Advisor Group Holdings Inc.	73,370	$1.72M	0.0%	+16.2%	6.114%
8/2/2021	Private Advisory Group LLC	55,799	$1.31M	0.3%	+65.8%	4.650%
5/18/2021	Citadel Advisors LLC	17,354	$388K	0.0%	-59.6%	1.085%
5/17/2021	Royal Bank of Canada	6,111	$137K	0.0%	N/A	0.394%
5/17/2021	Goldman Sachs Group Inc.	23,876	$534K	0.0%	+8.7%	1.540%
5/14/2021	MML Investors Services LLC	35,152	$786K	0.0%	+3.9%	2.268%
5/10/2021	Accel Wealth Management	3,935	$88K	0.1%	N/A	0.414%
5/10/2021	Kestra Advisory Services LLC	10,907	$244K	0.0%	N/A	1.148%
5/7/2021	Cambridge Investment Research Advisors Inc.	15,202	$340K	0.0%	N/A	1.600%
5/4/2021	Commonwealth Equity Services LLC	524,750	$11.73M	0.0%	-17.5%	55.237%
5/3/2021	Calton & Associates Inc.	53,507	$1.20M	0.2%	N/A	5.632%
4/27/2021	Janney Montgomery Scott LLC	15,963	$357K	0.0%	-33.3%	1.680%
4/8/2021	Private Advisory Group LLC	33,656	$752K	0.2%	-61.4%	3.740%
2/5/2021	Private Advisory Group LLC	87,219	$1.57M	0.5%	+111.5%	10.902%
1/25/2021	Janney Montgomery Scott LLC	23,928	$430K	0.0%	-5.5%	2.815%
11/5/2020	Commonwealth Equity Services LLC	694,236	$10.48M	0.0%	N/A	69.424%
10/13/2020	Private Advisory Group LLC	41,229	$622K	0.3%	-70.1%	4.123%
7/21/2020	Private Advisory Group LLC	138,032	$1.93M	0.8%	+401.0%	15.337%
5/15/2020	Jane Street Group LLC	10,759	$129K	0.0%	N/A	1.025%
5/14/2020	MML Investors Services LLC	740,601	$8.90M	0.2%	-2.0%	70.533%
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5/8/2020	Cetera Advisors LLC	21,000	$252K	0.0%	N/A	2.211%
4/30/2020	Janney Montgomery Scott LLC	24,728	$297K	0.0%	+60.8%	2.603%
2/14/2020	Bank of America Corp DE	91,741	$1.80M	0.0%	N/A	8.737%
2/14/2020	Goldman Sachs Group Inc.	24,058	$471K	0.0%	N/A	2.291%

(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, 17 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Value ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($13.74M), Ahrens Investment Partners LLC ($3.05M), Citadel Advisors LLC ($927K), Private Advisory Group LLC ($775K), Susquehanna International Group LLP ($769K), Cambridge Investment Research Advisors Inc. ($453K), and Level Four Advisory Services LLC ($428K).Learn more on DVLU's institutional investors.
Which institutional investors have been buying First Trust Dorsey Wright Momentum & Value ETF stock?: Of the 14 institutional investors that purchased First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ahrens Investment Partners LLC ($116.86K), Commonwealth Equity Services LLC ($85.64K), Jane Street Group LLC ($50.68K), Private Advisory Group LLC ($37.30K), Citadel Advisors LLC ($35.68K), Susquehanna International Group LLP ($7.47K), and LPL Financial LLC ($4.96K).
How much institutional buying is happening at First Trust Dorsey Wright Momentum & Value ETF?: Institutional investors have bought a total of 358,983 shares in the last 24 months. This purchase volume represents approximately $15.58M in transactions.

Which First Trust Dorsey Wright Momentum & Value ETF major shareholders have been selling company stock?: Of the 9 institutional investors that sold First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($34.13K), Cambridge Investment Research Advisors Inc. ($24.22K), Commonwealth Equity Services LLC ($15.35K), Royal Bank of Canada ($14.84K), Citadel Advisors LLC ($10.97K), Susquehanna International Group LLP ($7.06K), and Accel Wealth Management ($1.18K).
How much institutional selling is happening at First Trust Dorsey Wright Momentum & Value ETF?: Institutional investors have sold a total of 109,218 shares in the last 24 months. This volume of shares sold represents approximately $3.70M in transactions.

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This page (NASDAQ:DVLU) was last updated on 4/19/2024 by MarketBeat.com Staff

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

DVLU Institutional Buying and Selling by Quarter

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

DVLU Institutional Ownership - Frequently Asked Questions

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

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

DVLU Institutional Buying and Selling by Quarter

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

DVLU Institutional Ownership - Frequently Asked Questions