First Trust DRSY Wright MomeDVLUETF
13F holders, Q1 2025 (March 31)16holders −1
0new positions
0sold out
1famous investor
$28.43avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.2M), Commonwealth Equity Services, LLC ($6.0M) and LPL Financial LLC ($1.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 31,895 shares bought and 18,351 shares sold, net +13,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Virtus Wealth Solutions LLC | 2.79% | Reduce -0.8% | 323,456 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 211,868 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 48,947 | $1.4M |
| Private Advisory Group LLC | 0.14% | Reduce -1.5% | 43,342 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 39,426 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +15.9% | 25,868 | $735K |
| Farther Finance Advisors, LLC | 0.02% | Add +10752.3% | 25,720 | $730K |
| Citadel Advisors | 0.00% | Reduce -17.2% | 22,424 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 15,129 | $430K |
| Accel Wealth Management | 0.14% | Reduce -6.8% | 14,091 | $401K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.2% | 10,540 | $300K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.6% | 10,131 | $288K |
| Harbour Investments, Inc. | 0.00% | Reduce -23.8% | 3,427 | $97K |
| UBS Group AG | 0.00% | Add +1044.9% | 3,137 | $89K |
| Morgan Stanley | 0.00% | No change | 1 | $50 |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
"% 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.