First Trust DRSY Wright MomeDVLUETF
13F holders, Q3 2025 (September 30)17holders
1new positions
1sold out
1famous investor
$33.60avg. 13F price*
At the end of Q3 2025, 17 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($10.4M), Osaic Holdings, Inc. ($5.3M) 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5.3M |
| Exits | 1 | $44K |
All 13F filers, Q2 2025 → Q3 2025: 185,265 shares bought and 236,440 shares sold, net −51,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Virtus Wealth Solutions LLC | 2.00% | Reduce -3.0% | 309,440 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | New | 158,198 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -9.6% | 42,470 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +41.3% | 41,384 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 40,008 | $1.3M |
| Private Advisory Group LLC | 0.09% | Add +10.3% | 31,210 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 27,098 | $911K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +82.3% | 25,374 | $853K |
| Citadel Advisors | 0.00% | Reduce -31.4% | 14,222 | $478K |
| Accel Wealth Management | 0.14% | Add +0.0% | 14,097 | $474K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -49.7% | 11,070 | $372K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,540 | $321K |
| UBS Group AG | 0.00% | Reduce -6.2% | 8,295 | $279K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -96.1% | 8,203 | $276K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.1% | 2,807 | $94K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | Add +3200.0% | 33 | $1K |
"% 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.