FIRST TR EXCHANGE-TRADED FD (DVLU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
15
Reporting holders
$31.4M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Virtus Wealth Solutions LLC | $11.4M | 288,316 | 1.56% | 7q | -3.6%-$425.6K |
| OSAIC HOLDINGS, INC. | $7.9M | 199,387 | 0.01% | 4q | +9.3%+$675.6K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 102,520 | 0.00% | 2q | -11.2%-$511.3K |
| LPL Financial LLC | $3.4M | 85,942 | 0.00% | 14q | +35.7%+$896.6K |
| GOLDMAN SACHS GROUP INC | $1.6M | 39,426 | 0.00% | 14q | HELD |
| CITADEL ADVISORS LLC | $1.1M | 28,118 | 0.00% | 11q | -35.4%-$612.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $533.0K | 13,441 | 0.00% | 24q | -9.4%-$55.0K |
| Accel Wealth Management | $485.7K | 12,247 | 0.11% | 22q | -8.6%-$45.8K |
| Clear Creek Financial Management, LLC | $400.5K | 10,100 | 0.03% | 2q | +42.3%+$119.0K |
| Cetera Investment Advisers | $262.7K | 6,625 | 0.00% | 10q | -78.8%-$973.8K |
| Farther Finance Advisors, LLC | $182.1K | 4,593 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $21.1K | 531 | 0.00% | 8q | HELD |
| Spire Wealth Management | $19.8K | 500 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $2.0K | 50 | 0.00% | 20q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 26,084 | 0.00% | 22q | -2.2% |
| Janney Montgomery Scott LLC | $427 | 10,764 | 0.00% | 9q | +8.8% |
| MORGAN STANLEY | $57 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $31.4M | 791,797 | 1 | 3 | 6 | 0.0% |
| Q1 2026 | 16 | $28.8M | 841,209 | 4 | 4 | 6 | 0.0% |
| Q4 2025 | 17 | $25.5M | 713,684 | 2 | 5 | 9 | 0.0% |
| Q3 2025 | 14 | $23.5M | 700,382 | 1 | 4 | 7 | 0.0% |
| Q2 2025 | 14 | $16.8M | 561,118 | 1 | 3 | 5 | 0.0% |
| Q1 2025 | 13 | $15.9M | 559,971 | 0 | 3 | 7 | 0.0% |
| Q4 2024 | 14 | $15.8M | 543,248 | 1 | 5 | 4 | 0.0% |
| Q3 2024 | 13 | $8.6M | 278,559 | 3 | 2 | 3 | 0.0% |
| Q2 2024 | 11 | $8.9M | 318,660 | 2 | 5 | 2 | 0.0% |
| Q1 2024 | 10 | $3.5M | 115,698 | 3 | 2 | 3 | 0.0% |
| Q4 2023 | 9 | $5.9M | 228,486 | 2 | 2 | 4 | 0.0% |
| Q3 2023 | 8 | $3.3M | 144,176 | 0 | 5 | 2 | 0.0% |
| Q2 2023 | 10 | $3.0M | 125,636 | 0 | 4 | 4 | 0.0% |
| Q1 2023 | 11 | $2.8M | 125,875 | 3 | 4 | 3 | 0.0% |
| Q4 2022 | 9 | $3.5M | 157,252 | 3 | 3 | 2 | 0.0% |
| Q3 2022 | 10 | $14.8M | 725,211 | 2 | 1 | 3 | 0.0% |
| Q2 2022 | 12 | $16.7M | 774,054 | 1 | 6 | 4 | 0.0% |
| Q1 2022 | 16 | $23.4M | 914,447 | 2 | 6 | 4 | 0.0% |
| Q4 2021 | 16 | $21.1M | 838,347 | 4 | 4 | 7 | 0.0% |
| Q3 2021 | 19 | $22.0M | 936,843 | 1 | 8 | 8 | 0.0% |
| Q2 2021 | 21 | $25.6M | 1,090,364 | 7 | 9 | 2 | 0.0% |
| Q1 2021 | 14 | $18.0M | 803,971 | 7 | 2 | 5 | 0.0% |
| Q4 2020 | 7 | $15.2M | 846,867 | 1 | 1 | 4 | 0.0% |
| Q3 2020 | 7 | $12.5M | 828,476 | 1 | 1 | 2 | 0.0% |
| Q2 2020 | 9 | $13.1M | 934,246 | 2 | 2 | 2 | 0.0% |
| Q1 2020 | 10 | $11.0M | 914,545 | 2 | 3 | 4 | 0.0% |
| Q4 2019 | 12 | $19.1M | 976,534 | 4 | 3 | 2 | 0.0% |
| Q3 2019 | 8 | $15.6M | 846,135 | 3 | 2 | 1 | 0.0% |
| Q2 2019 | 7 | $16.0M | 874,732 | 1 | 4 | 1 | 0.0% |
| Q1 2019 | 8 | $14.6M | 822,527 | 3 | 4 | 0 | 0.0% |
| Q4 2018 | 5 | $10.7M | 698,441 | 0 | 0 | 1 | 0.0% |