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

First Trust Dorsey Wright Momentum & Value ETF logo
$41.39 +0.19 (+0.46%)
As of 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Value ETF (NASDAQ:DVLU)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.06M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.58M
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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
7/10/2026 Accel Wealth Management12,247$486K0.1%-8.6%1.065%
5/13/2026Cetera Investment Advisers31,183$1.07M0.0%+13.8%2.712%
4/22/2026Janney Montgomery Scott LLC9,889$338K0.0%+3.7%0.860%
2/17/2026Cetera Investment Advisers27,398$979K0.0%+1.1%2.283%
2/17/2026Equitable Holdings Inc.8,824$315K0.0%N/A0.735%
2/17/2026Osaic Holdings Inc.175,648$6.28M0.0%+11.0%14.637%
2/12/2026Commonwealth Equity Services LLC15,968$571K0.0%+94.7%1.331%
2/11/2026LPL Financial LLC58,354$2.09M0.0%+37.4%4.863%
2/10/2026Goldman Sachs Group Inc.39,687$1.42M0.0%-0.8%3.307%
2/9/2026Harbour Investments Inc.2,025$72K0.0%-27.9%0.169%
1/29/2026 Virtus Wealth Solutions LLC297,788$10.64M2.0%-3.8%27.072%
1/23/2026 Farther Finance Advisors LLC8,043$287K0.0%-27.3%0.766%
1/15/2026Private Advisory Group LLC29,671$1.06M0.1%-4.9%2.967%
11/17/2025Susquehanna International Group LLP41,384$1.39M0.0%+41.3%4.138%
11/17/2025Citadel Advisors LLC14,222$478K0.0%-31.4%1.422%
11/12/2025 Virtus Wealth Solutions LLC309,440$10.40M2.0%-3.0%30.944%
11/10/2025Private Advisory Group LLC31,210$1.05M0.1%+10.3%3.121%
10/14/2025 Farther Finance Advisors LLC11,070$372K0.0%-49.7%1.107%
8/14/2025Raymond James Financial Inc.1,460$44K0.0%N/A0.146%
8/8/2025Cetera 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%
7/17/2025Janney Montgomery Scott LLC9,540$285K0.0%-9.5%0.954%
7/11/2025 Farther Finance Advisors LLC22,024$658K0.0%-14.4%2.202%
5/8/2025Harbour 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%
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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%


DVLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 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 ($10.64M), GGM Financials LLC ($9.53M), Osaic Holdings Inc. ($6.28M), LPL Financial LLC ($2.09M), Goldman Sachs Group Inc. ($1.42M), Susquehanna International Group LLP ($1.39M), and Cetera Investment Advisers ($1.07M).Learn more on First Trust Dorsey Wright Momentum & Value ETF's institutional investors.

Of the 14 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), Farther Finance Advisors LLC ($25.48K), LPL Financial LLC ($23.73K), Osaic Holdings Inc. ($17.45K), Citadel Advisors LLC ($13.05K), and Susquehanna International Group LLP ($12.09K).

Institutional investors have bought a total of 391,463 shares in the last 24 months. This purchase volume represents approximately $12.06M in transactions.

The following institutional investors have sold First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months: Virtus Wealth Solutions LLC ($21.36K), Farther Finance Advisors LLC ($13.98K), Citadel Advisors LLC ($6.50K), Private Advisory Group LLC ($1.54K), Accel Wealth Management ($1.16K), Harbour Investments Inc. ($782.00), and Goldman Sachs Group Inc. ($321.00).

Institutional investors have sold a total of 45,639 shares in the last 24 months. This volume of shares sold represents approximately $1.58M in transactions.


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This page (NASDAQ:DVLU) was last updated on 7/28/2026 by MarketBeat.com Staff.
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