First Trust DRSY Wright MomeDVLUETF
13F holders, Q3 2024 (September 30)16holders +3
3new positions
1sold out
1famous investor
$30.83avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($7.1M), Private Advisory Group LLC ($3.9M) and Goldman Sachs Group Inc. ($1.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $95K |
| Exits | 1 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 14,712 shares bought and 376,767 shares sold, net −362,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -58.5% | 230,520 | $7.1M |
| Private Advisory Group LLC | 0.49% | Reduce -0.6% | 127,002 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 42,366 | $1.3M |
| LPL Financial LLC | 0.00% | Add +0.9% | 42,029 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +39.6% | 27,742 | $855K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +19.8% | 20,585 | $635K |
| Accel Wealth Management | 0.18% | Add +0.0% | 15,269 | $471K |
| Citadel Advisors | 0.00% | Reduce -44.3% | 14,046 | $433K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,740 | $393K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.4% | 6,984 | $215K |
| Harbour Investments, Inc. | 0.00% | New | 2,630 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 350 | $11K |
| UBS Group AG | 0.00% | New | 89 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $57 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $24 |
"% 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.