Institutional Ownership First Tr ETF Vi Dorsey Wright (DVLU)
This table provides information about the institutional ownership of First Tr ETF Vi Dorsey Wright (DVLU). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 542,472 shares, which have been reported (via 13F filing form) to have a value of $15.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
230,520
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.53%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
127,002
shares
|
$3.7 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
42,366
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Added 213.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
42,029
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
27,742
shares
|
$807,569
0.0% of portfolio
|
Q3 2024
Added 39.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,585
shares
|
$599,229
0.0% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
15,269
shares
|
$444,480
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,046
shares
|
$408,879
0.0% of portfolio
|
Q3 2024
Reduced 44.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,740
shares
|
$370,861
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,984
shares
|
$203,304
0.0% of portfolio
|
Q3 2024
Reduced 30.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,630
shares
|
$76,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$10,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
89
shares
|
$2,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$1,979
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$1,455
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|