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 797,626 shares, which have been reported (via 13F filing form) to have a value of $21.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
323,456
shares
|
$8.84 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
211,868
shares
|
$5.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
48,947
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
43,342
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
39,426
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,868
shares
|
$706,713
0.0% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
25,720
shares
|
$702,670
0.02% of portfolio
|
Q1 2025
Added 10752.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,424
shares
|
$612,623
0.0% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,129
shares
|
$413,324
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
14,091
shares
|
$384,966
0.15% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,540
shares
|
$287,952
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,131
shares
|
$276,778
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,427
shares
|
$93,625
0.0% of portfolio
|
Q1 2025
Reduced 23.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,137
shares
|
$85,702
0.0% of portfolio
|
Q1 2025
Added 1044.89%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$1,857
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50
shares
|
$1,366
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|