Who Owns DVLU?
First Trust Dorsey Wright Momentum & Value ETF — Institutional Ownership & 13F Holdings
$37.98
-0.11 (-0.30%)
Market Cap
$34.1M
Shares Outstanding
1,098,896
Institutional Holders
16
Total Inst. Value
$15.3M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
2
Closed Positions
2
Increased
3
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $9.2M | 323,456 |
| 2 | Private Advisory Group LLC | $1.2M | 43,342 |
| 3 | GOLDMAN SACHS GROUP INC | $1.1M | 39,426 |
| 4 | Cetera Investment Advisers | $735K | 25,868 |
| 5 | Farther Finance Advisors, LLC | $730K | 25,720 |
| 6 | CITADEL ADVISORS LLC | $638K | 22,424 |
| 7 | Cambridge Investment Research Advisors, Inc. | $430K | 15,129 |
| 8 | Accel Wealth ManagementNew | $401K | 14,091 |
| 9 | Janney Montgomery Scott LLCNew | $300K | 10,540 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $288K | 10,131 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cetera Investment Advisers | +4K | $735K |
| Farther Finance Advisors, LLC | +25K | $730K |
| Accel Wealth ManagementNew | +14K | $401K |
| Janney Montgomery Scott LLCNew | +11K | $300K |
| UBS Group AG | +3K | $89K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -5K | $638K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -4K | $288K |
| Virtus Wealth Solutions LLC | -3K | $9.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | -2K | $6K |
| HARBOUR INVESTMENTS, INC. | -1K | $97K |
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Frequently Asked Questions
How many institutional investors hold DVLU?
As of Q1 2025, 16 institutional investors report holding DVLU (First Trust Dorsey Wright Momentum & Value ETF) in their 13F filings.
Which hedge fund owns the most DVLU?
The largest institutional holder of DVLU is Virtus Wealth Solutions LLC with $9.2M in shares.
Are institutions buying or selling DVLU?
This quarter, 2 institutions opened new positions in DVLU and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.