DVLU Institutional Ownership
First Trust Dorsey Wright Momentum & Value ETF
1W: -0.2%
1M: -3.0%
3M: -1.1%
YTD: +8.8%
1Y: +16.9%
3Y: +77.4%
5Y: +74.9%
$39.37
+0.43 (+1.10%)
Weekly Expected Move ±2.0%
$38
$39
$39
$40
$41
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — DVLU
20
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
2
New Positions
4
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 288,316 | 11M | -10,733 | -3.6% | 7Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 199,387 | 8M | +17,030 | +9.3% | 4Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 102,520 | 4M | -12,893 | -11.2% | 2Q | SEC ↗ |
| 4 | LPL Financial LLC | 85,942 | 3M | +22,611 | +35.7% | 14Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 39,426 | 2M | — | +0.0% | 14Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 28,118 | 1M | -15,439 | -35.4% | 11Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 26,084 | 1M | -600 | -2.2% | 22Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 13,441 | 529K | -1,387 | -9.4% | 24Q | SEC ↗ |
| 9 | Accel Wealth Management | 12,247 | 482K | -1,156 | -8.6% | 22Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 10,764 | 424K | +875 | +8.8% | 9Q | SEC ↗ |
| 11 | Clear Creek Financial Management, LLC | 10,100 | 398K | +3,000 | +42.3% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 6,625 | 261K | -24,558 | -78.8% | 10Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 4,593 | 181K | — | +0.0% | 7Q | SEC ↗ |
| 14 | HARBOUR INVESTMENTS, INC. | 531 | 21K | — | +0.0% | 8Q | SEC ↗ |
| 15 | Spire Wealth Management | 500 | 20K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 50 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 18 | UBS Group AG | 0 | 0K | -432 | -100.0% | 6Q | SEC ↗ |
| 19 | Western Wealth Management, LLC | 0 | 0K | -110 | -100.0% | 1Q | SEC ↗ |
| 20 | Sound Income Strategies, LLC | 0 | 0K | -632 | -100.0% | 2Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 0 | 0K | -8,824 | -100.0% | 1Q | SEC ↗ |
| 22 | Private Advisory Group LLC | 0 | 0K | -25,196 | -100.0% | 28Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -6,867 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 50 | 2K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisory Group LLC | 25,196 | 992K |
| Equitable Holdings, Inc. | 8,824 | 347K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,867 | 270K |
| Sound Income Strategies, LLC | 632 | 25K |
| UBS Group AG | 432 | 17K |
| Western Wealth Management, LLC | 110 | 4K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +22,611 | +35.7% | 85,942 |
| OSAIC HOLDINGS, INC. | +17,030 | +9.3% | 199,387 |
| Clear Creek Financial Management, L | +3,000 | +42.3% | 10,100 |
| Janney Montgomery Scott LLC | +875 | +8.8% | 10,764 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -24,558 | -78.8% | 6,625 |
| CITADEL ADVISORS LLC | -15,439 | -35.4% | 28,118 |
| RAYMOND JAMES FINANCIAL INC | -12,893 | -11.2% | 102,520 |
| Virtus Wealth Solutions LLC | -10,733 | -3.6% | 288,316 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,387 | -9.4% | 13,441 |
| Accel Wealth Management | -1,156 | -8.6% | 12,247 |
| Cambridge Investment Research Advis | -600 | -2.2% | 26,084 |