First Trust DRSY Wright MomeDVLUETF
13F holders, Q1 2024 (March 31)11holders
1famous investor
$30.12avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($16.7M), Private Advisory Group LLC ($938K) and LPL Financial LLC ($688K). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $579K |
| Exits | 2 | $1.0M |
Ownership 11 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +0.6% | 553,732 | $16.7M |
| Private Advisory Group LLC | 0.13% | Reduce -70.5% | 31,131 | $938K |
| LPL Financial LLC | 0.00% | Add +27.2% | 22,829 | $688K |
| Cetera Investment Advisers | 0.00% | New | 19,218 | $579K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.4% | 16,580 | $499K |
| Accel Wealth Management | 0.20% | Reduce -0.6% | 15,372 | $463K |
| Citadel Advisors | 0.00% | Reduce -62.0% | 13,571 | $409K |
| Goldman Sachs Group Inc. | 0.00% | No change | 13,523 | $407K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $57 |
| FMR LLC | 0.00% | New | 1 | $30 |
"% 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.