First Trust DRSY Wright MomeDVLUETF
13F holders, Q2 2025 (June 30)17holders +1
1new positions
1sold out
1famous investor
$29.86avg. 13F price*
At the end of Q2 2025, 17 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.5M), Commonwealth Equity Services, LLC ($6.3M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $44K |
| Exits | 1 | $29 |
All 13F filers, Q1 2025 → Q2 2025: 27,839 shares bought and 30,723 shares sold, net −2,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Virtus Wealth Solutions LLC | 1.96% | Reduce -1.3% | 319,149 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 210,099 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 46,960 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 39,436 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +189.2% | 29,296 | $875K |
| Private Advisory Group LLC | 0.08% | Reduce -34.7% | 28,294 | $845K |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 27,361 | $817K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.4% | 22,024 | $658K |
| Citadel Advisors | 0.00% | Reduce -7.6% | 20,721 | $619K |
| Accel Wealth Management | 0.14% | Add +0.0% | 14,095 | $421K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 13,917 | $416K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.5% | 9,540 | $285K |
| UBS Group AG | 0.00% | Add +181.9% | 8,844 | $264K |
| Harbour Investments, Inc. | 0.00% | No change | 3,427 | $102K |
| Raymond James Financial Inc. | 0.00% | New | 1,460 | $44K |
| Global Retirement Partners, LLC | 0.00% | — | 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.