Free Trial
→ Breaking News: Tesla headed to $500… (From WealthPress) (Ad) Free DVLU Stock Alerts

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

First Trust Dorsey Wright Momentum & Value ETF logo
$31.56 0.00 (0.00%)
(As of 11/20/2024 ET)
Compare

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)
$53.15K
Get DVLU Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Momentum & Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DVLU Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2024 Private 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%
7/23/2024 Private 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%
1/18/2024 Accel Wealth Management15,459$401K0.2%-7.1%1.819%
11/14/2023 Private 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%
7/13/2023 Cambridge 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%
4/20/2023 Accel Wealth Management16,983$377K0.2%+2.7%1.788%
2/8/2023 Cambridge 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%
10/17/2022 Cambridge Investment Research Advisors Inc.30,023$612K0.0%-19.1%3.002%
8/12/2022 Private 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%
7/13/2022 Cambridge Investment Research Advisors Inc.37,113$799K0.0%+9.0%3.711%
5/10/2022 Level Four Advisory Services LLC16,738$428K0.0%+12.8%1.674%
5/4/2022 Prospera Financial Services Inc3,351$86K0.0%N/A0.335%
5/4/2022Commonwealth Equity Services LLC533,142$13.64M0.0%+0.4%53.314%
4/29/2022 Accel Wealth Management16,389$419K0.2%+33.6%1.490%
4/28/2022Ahrens Investment Partners LLC119,006$3.05M1.0%+5,435.2%10.819%
2/11/2022 Level Four Advisory Services LLC14,841$374K0.0%N/A1.562%
2/11/2022 Advisor Resource Council65,819$1.66M0.1%N/A6.928%
2/3/2022 Cambridge Investment Research Advisors Inc.40,372$1.02M0.0%+4.3%4.037%
2/3/2022 Advisor 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%
1/27/2022 Private Advisory Group LLC34,421$866K0.2%-49.5%3.442%
1/21/2022Ahrens Investment Partners LLC2,150$54K0.0%N/A0.215%
1/18/2022 Accel Wealth Management12,271$309K0.2%+26.2%1.227%
1/18/2022 Selective Wealth Management Inc.1,000$25K0.0%N/A0.100%
12/8/2021 Moors & Cabot Inc.10,500$247K0.0%+16.7%1.050%
11/16/2021 MML Investors Services LLC36,208$852K0.0%+2.1%3.448%
11/12/2021 OLD Mission Capital LLC24,857$585K0.0%N/A2.367%
11/5/2021 Truist Financial Corp36,865$867K0.0%-48.6%3.511%
11/5/2021 Advisor Group Holdings Inc.11,930$281K0.0%-83.7%1.136%
11/4/2021 Accel Wealth Management9,720$229K0.1%+90.8%0.926%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

Get Your Free Gold Guide
11/2/2021 Cambridge 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%
10/22/2021 Private Advisory Group LLC68,181$1.60M0.4%+22.2%6.493%
10/12/2021Level Four Financial LLC14,841$349K0.2%-28.2%1.413%
8/19/2021 Advisor Resource Council27,906$656K0.1%N/A2.427%
8/11/2021Commonwealth Equity Services LLC531,564$12.49M0.0%+1.3%44.297%
8/11/2021 Susquehanna International Group LLP19,828$466K0.0%N/A1.652%
8/10/2021 Moors & Cabot Inc.9,000$211K0.0%N/A0.750%
8/10/2021 Cambridge Investment Research Advisors Inc.37,117$872K0.0%+144.2%3.093%
8/9/2021Level Four Financial LLC20,673$486K0.2%N/A1.723%
8/4/2021 Envestnet Asset Management Inc.72,465$1.70M0.0%N/A6.039%
8/3/2021 Accel Wealth Management5,095$120K0.1%+29.5%0.425%
8/2/2021 Advisor Group Holdings Inc.73,370$1.72M0.0%+16.2%6.114%
8/2/2021 Private Advisory Group LLC55,799$1.31M0.3%+65.8%4.650%
5/18/2021 Citadel Advisors LLC17,354$388K0.0%-59.6%1.085%
5/17/2021 Royal Bank of Canada6,111$137K0.0%N/A0.394%
5/17/2021 Goldman Sachs Group Inc.23,876$534K0.0%+8.7%1.540%
5/14/2021 MML Investors Services LLC35,152$786K0.0%+3.9%2.268%
5/10/2021 Accel Wealth Management3,935$88K0.1%N/A0.414%
5/10/2021 Kestra Advisory Services LLC10,907$244K0.0%N/A1.148%
5/7/2021 Cambridge 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%
5/3/2021 Calton & Associates Inc.53,507$1.20M0.2%N/A5.632%
4/27/2021 Janney Montgomery Scott LLC15,963$357K0.0%-33.3%1.680%
4/8/2021 Private Advisory Group LLC33,656$752K0.2%-61.4%3.740%
2/5/2021 Private 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 ($355K).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), Accel Wealth Management ($1.18K), Private Advisory Group LLC ($730.00), and Janney Montgomery Scott LLC ($550.00).

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

Institutional investors have sold a total of 28,114 shares in the last 24 months. This volume of shares sold represents approximately $827.27K in transactions.


Related Companies

This page (NASDAQ:DVLU) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
The Crypto That’s Making Wall Street Sweat
The Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Crypto’s next big bull run?
Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...
Weiss Ratings | Sponsored
“This Changes Everything” - Trump Hands Millions Massive IRS Gift
Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...
Colonial Metals | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored