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 20 institutions that hold shares in the stock, with a total of 901,043 shares, which have been reported (via 13F filing form) to have a value of $30.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
319,149
shares
|
$10.8 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
319,149
shares
|
$10.8 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
46,960
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
39,436
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,296
shares
|
$995,771
0.0% of portfolio
|
Q2 2025
Added 189.17%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
28,294
shares
|
$961,713
0.08% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,361
shares
|
$930,000
0.0% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,721
shares
|
$704,306
0.0% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
14,097
shares
|
$479,157
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,917
shares
|
$473,038
0.0% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,070
shares
|
$376,269
0.01% of portfolio
|
Q3 2025
Reduced 49.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,540
shares
|
$324,264
0.0% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,844
shares
|
$300,607
0.0% of portfolio
|
Q2 2025
Added 181.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,203
shares
|
$278,819
0.0% of portfolio
|
Q3 2025
Reduced 96.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,427
shares
|
$116,483
0.0% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,460
shares
|
$49,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$2,311
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$1,699
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|