First Trust DRSY Wright MomeDVLUETF
13F holders, Q4 2024 (December 31)17holders +1
1new positions
1sold out
1famous investor
$29.14avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.5M), Commonwealth Equity Services, LLC ($6.2M) and LPL Financial LLC ($1.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 1 | $11K |
All 13F filers, Q3 2024 → Q4 2024: 30,398 shares bought and 114,953 shares sold, net −84,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Virtus Wealth Solutions LLC | 2.24% | — | 326,165 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.3% | 213,762 | $6.2M |
| LPL Financial LLC | 0.00% | Add +18.7% | 49,879 | $1.5M |
| Private Advisory Group LLC | 0.14% | Reduce -65.4% | 43,997 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.9% | 39,426 | $1.1M |
| Citadel Advisors | 0.00% | Add +92.9% | 27,091 | $789K |
| Cetera Investment Advisers | 0.00% | Reduce -19.6% | 22,319 | $650K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -25.9% | 15,264 | $445K |
| Accel Wealth Management | 0.17% | Reduce -1.0% | 15,113 | $440K |
| Susquehanna International Group, LLP | 0.00% | Add +103.3% | 14,198 | $414K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.8% | 11,740 | $342K |
| Harbour Investments, Inc. | 0.00% | Add +71.0% | 4,497 | $131K |
| UBS Group AG | 0.00% | Add +207.9% | 274 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 237 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $52 |
| Wells Fargo & Company | 0.00% | No change | 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.