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 16 institutions that hold shares in the stock, with a total of 904,527 shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
555,882
shares
|
$17.1 Million
0.02% of portfolio
|
Q2 2024
Added 0.39%
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
127,732
shares
|
$3.92 Million
0.48% of portfolio
|
Q2 2024
Added 310.3%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
42,366
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 213.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
41,670
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Added 82.53%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
36,441
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
25,231
shares
|
$774,339
0.0% of portfolio
|
Q2 2024
Added 85.92%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
19,870
shares
|
$609,810
0.0% of portfolio
|
Q2 2024
Added 3.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
17,177
shares
|
$527,162
0.0% of portfolio
|
Q2 2024
Added 3.6%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
15,266
shares
|
$468,513
0.18% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
12,740
shares
|
$390,990
0.0% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,033
shares
|
$307,912
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$2,086
0.0% of portfolio
|
Q1 2023
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
50
shares
|
$1,534
0.0% of portfolio
|
Q1 2021
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$30
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|