First Trust DRSY Wright MomeDVLUETF
13F holders, Q4 2025 (December 31)19holders +2
2new positions
0sold out
1famous investor
$35.74avg. 13F price*
At the end of Q4 2025, 19 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Virtus Wealth Solutions LLC ($10.6M), Osaic Holdings, Inc. ($6.3M) and LPL Financial LLC ($2.1M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $339K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 65,168 shares bought and 59,879 shares sold, net +5,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Virtus Wealth Solutions LLC | 2.02% | Reduce -3.8% | 297,788 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +11.0% | 175,648 | $6.3M |
| LPL Financial LLC | 0.00% | Add +37.4% | 58,354 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.8% | 39,687 | $1.4M |
| Private Advisory Group LLC | 0.08% | Reduce -4.9% | 29,671 | $1.1M |
| Citadel Advisors | 0.00% | Add +99.3% | 28,345 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 27,398 | $979K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 25,564 | $914K |
| Commonwealth Equity Services, LLC | 0.00% | Add +94.7% | 15,968 | $571K |
| Accel Wealth Management | 0.14% | Reduce -1.0% | 13,951 | $499K |
| Janney Montgomery Scott LLC | 0.00% | No change | 9,540 | $341K |
| Equitable Holdings, Inc. | 0.00% | New | 8,824 | $315K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.3% | 8,043 | $287K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.4% | 6,867 | $245K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.9% | 2,025 | $72K |
| Sound Income Strategies, LLC | 0.00% | New | 632 | $23K |
| UBS Group AG | 0.00% | Reduce -94.8% | 432 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 50 | $2K |
| Morgan Stanley | 0.00% | Reduce -97.0% | 1 | $55 |
"% 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.