First Trust DRSY Wright MomeDVLUETF
13F holders, Q2 2026 (June 30)17holders
1new positions
2sold out
1famous investor
$39.66avg. 13F price*
At the end of Q2 2026, 17 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Virtus Wealth Solutions LLC ($11.4M), Osaic Holdings, Inc. ($7.9M) and Raymond James Financial Inc. ($4.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust DRSY Wright Mome
- CUSIP
- 33741L207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $57 |
| Exits | 2 | $884K |
All 13F filers, Q1 2026 → Q2 2026: 43,517 shares bought and 92,594 shares sold, net −49,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Virtus Wealth Solutions LLC | 1.56% | Reduce -3.6% | 288,316 | $11.4M |
| Osaic Holdings, Inc. | 0.01% | Add +9.3% | 199,387 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 102,520 | $4.1M |
| LPL Financial LLC | 0.00% | Add +35.7% | 85,942 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 39,426 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -35.5% | 28,118 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 26,084 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 13,441 | $533K |
| Accel Wealth Management | 0.11% | Reduce -8.6% | 12,247 | $486K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 10,764 | $427K |
| Clear Creek Financial Management, LLC | 0.03% | Add +42.3% | 10,100 | $401K |
| Cetera Investment Advisers | 0.00% | Reduce -78.8% | 6,625 | $263K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,593 | $182K |
| Harbour Investments, Inc. | 0.00% | No change | 531 | $21K |
| Spire Wealth Management | 0.00% | No change | 500 | $20K |
| Global Retirement Partners, LLC | 0.00% | — | 50 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $57 |
"% of holder's portfolio" is DVLU's weight in each manager's 13F, not the share of First Trust DRSY Wright Mome the manager owns.