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 19 institutions that hold shares in the stock, with a total of 784,082 shares, which have been reported (via 13F filing form) to have a value of $24 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
326,165
shares
|
$10 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
213,762
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,879
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 18.68%
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
43,997
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Reduced 65.36%
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
39,426
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
27,091
shares
|
$834,402
0.0% of portfolio
|
Q4 2024
Added 92.87%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
22,319
shares
|
$687,425
0.0% of portfolio
|
Q4 2024
Reduced 19.55%
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,264
shares
|
$470,131
0.0% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
15,113
shares
|
$465,480
0.17% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,198
shares
|
$437,298
0.0% of portfolio
|
Q4 2024
Added 103.29%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,740
shares
|
$361,592
0.0% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,497
shares
|
$138,507
0.0% of portfolio
|
Q4 2024
Added 70.99%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
274
shares
|
$8,439
0.0% of portfolio
|
Q4 2024
Added 207.87%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
237
shares
|
$7,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$2,094
0.0% of portfolio
|
Q1 2023
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$1,540
0.0% of portfolio
|
Q1 2021
New holding
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|