FIRST TRUST DRSY WRIGHT MOME (DVLU) Institutional Ownership Changes & 13F Activity
FIRST TRUST DRSY WRIGHT MOME (DVLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisory Group Llc, Cetera Investment Advisers, Lpl Financial Llc, Osaic Holdings, Inc., and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -15,439 | -35.4% | 28,118 | $1.12M | Q2 2026 | Sep 02, 2026 |
| Osaic Holdings, Inc. | Buy | +17,030 | +9.3% | 199,387 | $7.91M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -12,893 | -11.2% | 102,520 | $4.07M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $57.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -24,558 | -78.8% | 6,625 | $262.69K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +22,611 | +35.7% | 85,942 | $3.41M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +875 | +8.8% | 10,764 | $427.00K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -600 | -2.2% | 26,084 | $1.03K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -1,387 | -9.4% | 13,441 | $533.02K | Q2 2026 | Jul 29, 2026 |
| Clear Creek Financial Management, Llc | Buy | +3,000 | +42.3% | 10,100 | $400.52K | Q2 2026 | Jul 28, 2026 |
| Virtus Wealth Solutions Llc | Sell | -10,733 | -3.6% | 288,316 | $11.43M | Q2 2026 | Jul 24, 2026 |
| Accel Wealth Management | Sell | -1,156 | -8.6% | 12,247 | $485.67K | Q2 2026 | Jul 10, 2026 |
| Western Wealth Management, Llc | Sell | -110 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Private Advisory Group Llc | Sell | -25,196 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Sound Income Strategies, Llc | Sell | -632 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about DVLU activity
Which institutional owners are buying DVLU?
Institutional owners buying DVLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DVLU activity?
"Buy" means an investor increased their reported position in DVLU compared to the prior reporting period. This reflects growing exposure to FIRST TRUST DRSY WRIGHT MOME (DVLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DVLU increasing?
Institutional interest in DVLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.