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First Trust Dorsey Wright Momentum & Value ETF (DVLU) Institutional Ownership

$30.54 +0.13 (+0.42%)
As of 01/17/2025 03:33 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Value ETF (NASDAQ:DVLU)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$2.87M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$51.64K
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DVLU Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Momentum & Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC11,740$342K0.0%-7.8%1.174%
10/9/2024Private Advisory Group LLC127,002$3.92M0.5%-0.6%12.095%
7/31/2024Commonwealth Equity Services LLC555,882$15.59M0.0%+0.4%50.535%
7/23/2024Private Advisory Group LLC127,732$3.58M0.5%+310.3%11.612%
4/29/2024Commonwealth Equity Services LLC553,732$16.68M0.0%+0.6%61.526%
1/18/2024Accel Wealth Management15,459$401K0.2%-7.1%1.819%
11/14/2023Private Advisory Group LLC33,925$775K0.1%+3.8%3.571%
10/23/2023Commonwealth Equity Services LLC601,274$13.74M0.0%-2.5%63.292%
8/10/2023Commonwealth Equity Services LLC616,627$14.53M0.0%+6.5%61.663%
7/13/2023Cambridge Investment Research Advisors Inc.19,216$453K0.0%-12.7%2.135%
5/11/2023Commonwealth Equity Services LLC579,031$12.84M0.0%+2.5%60.951%
4/28/2023 Janney Montgomery Scott LLC16,005$355K0.0%-3.3%1.685%
4/20/2023Accel Wealth Management16,983$377K0.2%+2.7%1.788%
2/8/2023Cambridge Investment Research Advisors Inc.22,512$499K0.0%-25.0%2.370%
2/7/2023Commonwealth Equity Services LLC564,869$12.53M0.0%+2.2%59.460%
11/15/2022Commonwealth Equity Services LLC552,498$11.25M0.0%+2.7%55.250%
10/17/2022Cambridge Investment Research Advisors Inc.30,023$612K0.0%-19.1%3.002%
8/12/2022Private Advisory Group LLC70,494$1.52M0.3%+9.5%7.049%
8/3/2022 Janney Montgomery Scott LLC16,580$370K0.0%+6.7%1.658%
7/19/2022Commonwealth Equity Services LLC537,966$11.58M0.0%+0.9%53.797%
7/13/2022Cambridge Investment Research Advisors Inc.37,113$799K0.0%+9.0%3.711%
5/10/2022Level Four Advisory Services LLC16,738$428K0.0%+12.8%1.674%
5/4/2022Prospera Financial Services Inc3,351$86K0.0%N/A0.335%
5/4/2022Commonwealth Equity Services LLC533,142$13.64M0.0%+0.4%53.314%
4/29/2022Accel Wealth Management16,389$419K0.2%+33.6%1.490%
4/28/2022Ahrens Investment Partners LLC119,006$3.05M1.0%+5,435.2%10.819%
2/11/2022Level Four Advisory Services LLC14,841$374K0.0%N/A1.562%
2/11/2022Advisor Resource Council65,819$1.66M0.1%N/A6.928%
2/3/2022Cambridge Investment Research Advisors Inc.40,372$1.02M0.0%+4.3%4.037%
2/3/2022Advisor Group Holdings Inc.10,945$275K0.0%-8.3%1.095%
1/31/2022Commonwealth Equity Services LLC530,991$13.37M0.0%+3.4%53.099%
1/27/2022Private Advisory Group LLC34,421$866K0.2%-49.5%3.442%
1/21/2022Ahrens Investment Partners LLC2,150$54K0.0%N/A0.215%
1/18/2022Accel Wealth Management12,271$309K0.2%+26.2%1.227%
1/18/2022 Selective Wealth Management Inc.1,000$25K0.0%N/A0.100%
12/8/2021Moors & Cabot Inc.10,500$247K0.0%+16.7%1.050%
11/16/2021MML Investors Services LLC36,208$852K0.0%+2.1%3.448%
11/12/2021OLD Mission Capital LLC24,857$585K0.0%N/A2.367%
11/5/2021Truist Financial Corp36,865$867K0.0%-48.6%3.511%
11/5/2021Advisor Group Holdings Inc.11,930$281K0.0%-83.7%1.136%
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11/4/2021Accel Wealth Management9,720$229K0.1%+90.8%0.926%
11/2/2021Cambridge Investment Research Advisors Inc.38,700$911K0.0%+4.3%3.686%
10/29/2021Commonwealth Equity Services LLC513,773$12.09M0.0%-3.3%48.931%
10/22/2021Private Advisory Group LLC68,181$1.60M0.4%+22.2%6.493%
10/12/2021Level Four Financial LLC14,841$349K0.2%-28.2%1.413%
8/19/2021Advisor Resource Council27,906$656K0.1%N/A2.427%
8/11/2021Commonwealth Equity Services LLC531,564$12.49M0.0%+1.3%44.297%
8/11/2021Susquehanna International Group LLP19,828$466K0.0%N/A1.652%
8/10/2021Moors & Cabot Inc.9,000$211K0.0%N/A0.750%
8/10/2021Cambridge Investment Research Advisors Inc.37,117$872K0.0%+144.2%3.093%
8/9/2021Level Four Financial LLC20,673$486K0.2%N/A1.723%
8/4/2021Envestnet Asset Management Inc.72,465$1.70M0.0%N/A6.039%
8/3/2021Accel Wealth Management5,095$120K0.1%+29.5%0.425%
8/2/2021Advisor Group Holdings Inc.73,370$1.72M0.0%+16.2%6.114%
8/2/2021Private Advisory Group LLC55,799$1.31M0.3%+65.8%4.650%
5/18/2021Citadel Advisors LLC17,354$388K0.0%-59.6%1.085%
5/17/2021Royal Bank of Canada6,111$137K0.0%N/A0.394%
5/17/2021Goldman Sachs Group Inc.23,876$534K0.0%+8.7%1.540%
5/14/2021MML Investors Services LLC35,152$786K0.0%+3.9%2.268%
5/10/2021Accel Wealth Management3,935$88K0.1%N/A0.414%
5/10/2021Kestra Advisory Services LLC10,907$244K0.0%N/A1.148%
5/7/2021Cambridge Investment Research Advisors Inc.15,202$340K0.0%N/A1.600%
5/4/2021Commonwealth Equity Services LLC524,750$11.73M0.0%-17.5%55.237%
5/3/2021Calton & Associates Inc.53,507$1.20M0.2%N/A5.632%
4/27/2021 Janney Montgomery Scott LLC15,963$357K0.0%-33.3%1.680%
4/8/2021Private Advisory Group LLC33,656$752K0.2%-61.4%3.740%
2/5/2021Private Advisory Group LLC87,219$1.57M0.5%+111.5%10.902%
1/25/2021 Janney Montgomery Scott LLC23,928$430K0.0%-5.5%2.815%
(Data available from 1/1/2016 forward)

DVLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVLU shares?

During the previous two years, the following institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Value ETF shares: Commonwealth Equity Services LLC ($15.59M), Private Advisory Group LLC ($3.92M), Cambridge Investment Research Advisors Inc. ($453K), and Accel Wealth Management ($401K), Janney Montgomery Scott LLC ($342K).Learn more on DVLU's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright Momentum & Value ETF stock?

The following institutional investors have purchased First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months: Private Advisory Group LLC ($97.83K), Commonwealth Equity Services LLC ($69.71K), and Accel Wealth Management ($454.00).

How much institutional buying is happening at First Trust Dorsey Wright Momentum & Value ETF?

Institutional investors have bought a total of 167,995 shares in the last 24 months. This purchase volume represents approximately $4.98M in transactions.

Which First Trust Dorsey Wright Momentum & Value ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Dorsey Wright Momentum & Value ETF stock in the last 24 months: Commonwealth Equity Services LLC ($15.35K), Cambridge Investment Research Advisors Inc. ($10.30K), Janney Montgomery Scott LLC ($1.55K), Accel Wealth Management ($1.18K), and Private Advisory Group LLC ($730.00).

How much institutional selling is happening at First Trust Dorsey Wright Momentum & Value ETF?

Institutional investors have sold a total of 29,114 shares in the last 24 months. This volume of shares sold represents approximately $856.40K in transactions.


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This page (NASDAQ:DVLU) was last updated on 1/21/2025 by MarketBeat.com Staff
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