FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF

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DVLU·33741L207·US·ETF·Unknown - Unknown

DVLU (FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF) is held by 9 institutional investors as of Q2 2026. Largest holders: OSAIC HOLDINGS, INC. ($7.9M), RAYMOND JAMES FINANCIAL INC ($4.1M), LPL Financial LLC ($3.4M). Net institutional sentiment: Mixed.

9

Holders

$19M

Total Value

43% (7)

Consensus

3 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)75

Activist (13D/13G)60

Congressional (STOCK Act)66

Holder Quality

14

★★★★★

Elite

48

★★★★

Strong

22

★★★

Solid

60

★★

Below

49

★

Weak

Held by 9 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DVLU.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OSAIC HOLDINGS, INC.	Increased	199,387(+9.3%)	$7.9M	0.0%	+20.81%	30
RAYMOND JAMES FINANCIAL INC	Decreased	102,520(-11.2%)	$4.1M	0.0%	+15.60%	0
LPL Financial LLC	Increased	85,942(+35.7%)	$3.4M	0.0%	+29.02%	34
GOLDMAN SACHS GROUP INC	Unchanged	39,426	$1.6M	0.0%	+43.11%	0
CITADEL ADVISORS LLC	Decreased	28,118(-35.5%)	$1.1M	0.0%	+24.69%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	13,441(-9.3%)	$533,018	0.0%	+62.68%	0
Cetera Investment Advisers	Decreased	6,625(-78.8%)	$262,695	0.0%	+36.55%	0
Farther Finance Advisors, LLC	Unchanged	4,593	$182,128	0.0%	+48.01%	0
MORGAN STANLEY	New	1	$57	0.0%	+4.52%	17

DVLUFIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer