F
First Trust Dorsey Wright Momentum & Value
DVLU • NASDAQ
First Trust Dorsey Wright Momentum & Value is an exchange-traded fund on NASDAQ. As of Q3 2025, 17 institutional investors hold shares in this ETF, with total holdings valued at $25.0M. Virtus Wealth Solutions LLC is the largest holder with a position valued at $10.4M.
Overview
Overview of institutional ownership in DVLU as of Q3 2025
All Institutions
- Institutions
- 17
- Value Held
- $25.0M
- Shares Held
- 743.5K
- Avg Position
- $1.5M
- Median Position
- $477.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $477.9K
- Shares Held
- 14.2K
- Avg Position
- $477.9K
- Median Position
- $477.9K
Biggest Investors
Institutions with the largest positions in DVLU as of Q3 2025
| Institution | Position Value |
|---|---|
 Virtus Wealth Solutions LLC RIA/Wealth | $10.4M 1.96% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $1.4M 0.00% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.4M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $1.3M 0.00% of portfolio |
P Private Advisory Group LLC RIA/Wealth | $1.0M 0.09% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $910.6K 0.00% of portfolio |
$852.7K 0.00% of portfolio | |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $477.9K 0.00% of portfolio |
 Accel Wealth Management RIA/Wealth | $473.7K 0.14% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DVLU in Q3 2025
- Traded
- −$4.2M
- Buyers
- 8
- Sellers
- 9
- Total Bought
- +$6.5M
- Total Sold
- −$10.7M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$5.3M +158.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$406.2K +12.1K shares |
+$385.0K +11.5K shares | |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$275.7K +-201.9K shares |
P Private Advisory Group LLC RIA/Wealth | +$98.0K +2.9K shares |
GOLDMAN SACHS GROUP INC Institution | +$19.2K +572.0 shares |
 MORGAN STANLEY RIA/Wealth | +$1.1K +32.0 shares |
Accel Wealth Management RIA/Wealth | +$67.2 +2.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GGM Financials LLC RIA/Wealth | −$9.5M −319.1K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$368.1K −11.0K shares |
Virtus Wealth Solutions LLC RIA/Wealth | −$326.3K −9.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$218.4K −6.5K shares |
L LPL Financial LLC Institution | −$150.9K −4.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$43.6K −1.5K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$20.8K −620.0 shares |
 UBS Group AG Institution | −$18.4K −549.0 shares |
Cetera Investment Advisers RIA/Wealth | −$8.8K −263.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DVLU in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $9.6M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
GGM Financials LLC RIA/Wealth | $9.5M 319.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $43.6K 1.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in DVLU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DVLU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Virtus Wealth Solutions LLC RIA/Wealth | 1.96% $10.4M |
Accel Wealth Management RIA/Wealth | 0.14% $473.7K |
P Private Advisory Group LLC RIA/Wealth | 0.09% $1.0M |
A Advisor Group Holdings, Inc. Institution | 0.01% $5.3M |
Farther Finance Advisors, LLC RIA/Wealth | 0.01% $372.0K |
0.00% $852.7K | |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $94.3K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $1.4M |
Cetera Investment Advisers RIA/Wealth | 0.00% $910.6K |
 Janney Montgomery Scott LLC RIA/Wealth | 0.00% $320.6K |
Hedge Fund Spotlight
Discover hedge funds investing in DVLU
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
F
Position in First Trust Dorsey Wright Momentum & Value
- Market Value
- $477.9K
- Shares Held
- 14.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2020-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
