Who Owns First Trust Dorsey Wright Momentum & Value ETF (DVLU)?Hedge Fund & Institutional Holders

$33.85-0.00 (-0.01%)Financial ServicesNASDAQ

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$1.064200060000001e+62T

% of Float Held

—

QoQ Change in Holders

+5 / -0

Price History

$24.60$27.89$31.18$34.47$37.75Sep 24Jun 25Mar 26

DVLU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OSAIC HOLDINGS, INC.Increased+17K+$691.2M
CITADEL ADVISORS LLCIncreased+14K+$522.1M
Sound Income Strategies, LLCNew Position+632+$23.0M
Janney Montgomery Scott LLCNew Position+10K+$0
Equitable Holdings, Inc.New Position+9K+$0
Global Retirement Partners, LLCNew Position+50+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+16K+$0
Cambridge Investment Research Advisors, Inc.Increased+190+$-853K
Cetera Investment AdvisersIncreased+300+$-910.6M
LPL Financial LLCIncreased+16K+$-1.4B

DVLU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-35K-$1.4B
GOLDMAN SACHS GROUP INCDecreased-321-$344.4M
UBS Group AGDecreased-8K-$263.7M
HARBOUR INVESTMENTS, INC.Decreased-782-$94.3M
Farther Finance Advisors, LLCDecreased-3K-$85.0M
MORGAN STANLEYDecreased-32-$1K
Private Advisory Group LLCDecreased-2K-$-11.2M
Accel Wealth ManagementDecreased-146-$-24.3M
Virtus Wealth Solutions LLCDecreased-12K-$-243.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Virtus Wealth Solutions LLC297,788$10.6B2.02%Share
2OSAIC HOLDINGS, INC.175,648$6.0B0.01%Share
3Private Advisory Group LLC29,671$1.1B0.08%Share
4GOLDMAN SACHS GROUP INC39,687$1.0B0.00%Share
5CITADEL ADVISORS LLC28,345$1.0B0.00%Share
6Accel Wealth Management13,951$498.0M0.14%Share
7Farther Finance Advisors, LLC8,043$287.0M0.00%Share
8Sound Income Strategies, LLC632$23.0M0.00%Share
9UBS Group AG432$15.0M0.00%Share
10LPL Financial LLC58,354$2.0M0.00%Share
11HARBOUR INVESTMENTS, INC.2,025$72K0.00%Share
12SUSQUEHANNA INTERNATIONAL GROUP, LLP6,867$00.00%Share
13Global Retirement Partners, LLC50$00.00%Share
14Cetera Investment Advisers27,398$00.00%Share
15Cambridge Investment Research Advisors, Inc.25,564$00.00%Share
16MORGAN STANLEY1$00.00%Share
17Janney Montgomery Scott LLC9,540$00.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC15,968$00.00%Share
19Equitable Holdings, Inc.8,824$00.00%Share

DVLU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$20.5B+5
Q3 202514$23.5B-3
Q2 202517$31.4B+1
Q1 202516$21.9B+0
Q4 202416$23.1B+3
Q3 202413$1.4T+2
Q2 202411$2.2B+0
Q1 202411$818.2M—

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As of Q4 2025, 19 institutional investors hold DVLU (First Trust Dorsey Wright Momentum & Value ETF). The largest holder is Virtus Wealth Solutions LLC with $10.6B in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DVLU?

As of Q4 2025, 19 institutional investors report holding DVLU (First Trust Dorsey Wright Momentum & Value ETF) in their 13F filings.

Who is the largest institutional holder of DVLU?

The largest institutional holder of DVLU is Virtus Wealth Solutions LLC with $10.6B in shares.

Is institutional ownership of DVLU increasing or decreasing?

This quarter, 5 institutions opened new positions in DVLU and 0 closed their positions.