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

$29.88

+0.42 (+1.43%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 2
Total Institutional Inflows (last 12 months): $3.73M

Number of Institutional Sellers (last 12 months): 2
Total Institutional Outflows (last 12 months): $381.46K

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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
7/23/2024	Private Advisory Group LLC	127,732	$3.58M	0.5%	+310.3%	11.612%
4/29/2024	Commonwealth Equity Services LLC	553,732	$16.68M	0.0%	+0.6%	61.526%
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%
10/23/2023	Commonwealth Equity Services LLC	601,274	$13.74M	0.0%	-2.5%	63.292%
8/10/2023	Commonwealth Equity Services LLC	616,627	$14.53M	0.0%	+6.5%	61.663%
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7/13/2023	Cambridge Investment Research Advisors Inc.	19,216	$453K	0.0%	-12.7%	2.135%
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%
2/8/2023	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%
11/15/2022	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%
8/12/2022	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%
5/10/2022	Level Four Advisory Services LLC	16,738	$428K	0.0%	+12.8%	1.674%
5/4/2022	Prospera Financial Services Inc	3,351	$86K	0.0%	N/A	0.335%
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%
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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%

(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, the following institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Value ETF shares: Commonwealth Equity Services LLC ($16.68M), Private Advisory Group LLC ($3.58M), Cambridge Investment Research Advisors Inc. ($453K), and Accel Wealth Management ($401K), Janney Montgomery Scott LLC ($355K).Learn more on DVLU's institutional investors.
Which institutional investors have been buying First Trust Dorsey Wright Momentum & Value ETF stock?: The following institutional investors have purchased First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months: Private Advisory Group LLC ($103.95K), Commonwealth Equity Services LLC ($82.09K), Janney Montgomery Scott LLC ($1.04K), and Accel Wealth Management ($454.00).
How much institutional buying is happening at First Trust Dorsey Wright Momentum & Value ETF?: Institutional investors have bought a total of 187,539 shares in the last 24 months. This purchase volume represents approximately $5.82M in transactions.

Which First Trust Dorsey Wright Momentum & Value ETF 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: Cambridge Investment Research Advisors Inc. ($17.39K), Commonwealth Equity Services LLC ($15.35K), Accel Wealth Management ($1.18K), and Janney Montgomery Scott LLC ($550.00).
How much institutional selling is happening at First Trust Dorsey Wright Momentum & Value ETF?: Institutional investors have sold a total of 34,474 shares in the last 24 months. This volume of shares sold represents approximately $1.09M in transactions.