First Trust DRSY Wright MomeDVLUETF
13F holders, Q1 2026 (March 31)17holders −2
3new positions
4sold out
1famous investor
$34.21avg. 13F price*
At the end of Q1 2026, 17 institutions reported holding First Trust DRSY Wright Mome (DVLU) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were Virtus Wealth Solutions LLC ($10.2M), Osaic Holdings, Inc. ($6.2M) and Raymond James Financial Inc. ($3.9M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.2M |
| Exits | 4 | $576K |
All 13F filers, Q4 2025 → Q1 2026: 156,426 shares bought and 27,492 shares sold, net +128,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Virtus Wealth Solutions LLC | 1.95% | Add +0.4% | 299,049 | $10.2M |
| Osaic Holdings, Inc. | 0.01% | Add +3.8% | 182,357 | $6.2M |
| Raymond James Financial Inc. | 0.00% | New | 115,413 | $3.9M |
| LPL Financial LLC | 0.00% | Add +8.5% | 63,331 | $2.2M |
| Citadel Advisors | 0.00% | Add +53.7% | 43,557 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 39,426 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +13.8% | 31,183 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.4% | 26,684 | $913K |
| Private Advisory Group LLC | 0.06% | Reduce -15.1% | 25,196 | $862K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 14,828 | $507K |
| Accel Wealth Management | 0.12% | Reduce -3.9% | 13,403 | $458K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.7% | 9,889 | $338K |
| Clear Creek Financial Management, LLC | 0.02% | New | 7,100 | $243K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.9% | 4,593 | $160K |
| Sound Income Strategies, LLC | 0.00% | No change | 632 | $22K |
| Harbour Investments, Inc. | 0.00% | Reduce -73.8% | 531 | $18K |
| Spire Wealth Management | 0.00% | New | 500 | $17K |
"% 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.