First Trust DRSY Wright MomeDVLUETF
13F holders, Q2 2024 (June 30)13holders +2
3new positions
1sold out
1famous investor
$28.04avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($15.6M), Private Advisory Group LLC ($3.6M) and Goldman Sachs Group Inc. ($1.2M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 1 | $30 |
All 13F filers, Q1 2024 → Q2 2024: 218,558 shares bought and 107 shares sold, net +218,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Commonwealth Equity Services, LLC | 0.02% | Add +0.4% | 555,882 | $15.6M |
| Private Advisory Group LLC | 0.47% | Add +310.3% | 127,732 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +213.3% | 42,366 | $1.2M |
| LPL Financial LLC | 0.00% | Add +82.5% | 41,670 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 36,441 | $1.0M |
| Citadel Advisors | 0.00% | Add +85.9% | 25,231 | $707K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 19,870 | $557K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.6% | 17,177 | $482K |
| Accel Wealth Management | 0.17% | Reduce -0.7% | 15,266 | $428K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,740 | $357K |
| Susquehanna International Group, LLP | 0.00% | New | 10,033 | $281K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $52 |
"% 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.