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First Trust Dorsey Wright Momentum & Value ETF

16 hedge funds and large institutions have $22.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 78.4%79.75% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $22.8M → $22.7M (-$171K)

6% less funds holding

Funds holding: 1716 (-1)

70% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 10

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
3
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change

DVLU Hedge Fund Activity: Q1 2025 in Review

16 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q1 2025, worth a combined $22.7M — down 0.75% from $22.8M a quarter earlier.

Fund positioning in DVLU was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 10 trimmed.

The largest buyer was Farther Finance Advisors, adding an estimated $756K. The largest seller was Citadel Advisors, cutting an estimated $138K.

  • 16 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q1 2025, down from 17 in Q4 2024.
  • Funds reported $22.7M of First Trust Dorsey Wright Momentum & Value ETF stock for Q1 2025, down 0.75% quarter-over-quarter.
  • 0 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q1 2025 and 0 closed out.
  • The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q1 2025 was Farther Finance Advisors, an estimated $756K added.
  • The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q1 2025 was Citadel Advisors, an estimated $138K sold.

Based on aggregated 13F filings for Q1 2025.