First Trust Dorsey Wright Momentum & Value ETF
DVLU
19 hedge funds and large institutions have $26.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 0 closing their positions.
12% more funds holding
Funds holding: 17 → 19 (+2)
7% more capital invested
Capital invested by funds: $25M → $26.8M (+$1.78M)
0.53% more ownership
Funds ownership: 74.35% → 74.88% (+0.53%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$602K |
| 2 |
LPL Financial
San Diego,
California
|
+$548K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$487K |
| 4 |
EH
Equitable Holdings
New York
|
+$304K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 2 |
VWS
Virtus Wealth Solutions
Cranford,
New Jersey
|
-$402K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$271K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$104K |
| 5 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$53.1K |
DVLU Hedge Fund Activity: Q4 2025 in Review
19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Value ETF (DVLU) for Q4 2025, worth a combined $26.8M — up 7.1% from $25M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DVLU positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $602K. The largest seller was Susquehanna International Group, cutting an estimated $1.19M.
- 19 institutional investors held First Trust Dorsey Wright Momentum & Value ETF (DVLU) as of Q4 2025, up from 17 in Q3 2025.
- Funds reported $26.8M of First Trust Dorsey Wright Momentum & Value ETF stock for Q4 2025, up 7.1% quarter-over-quarter.
- 2 funds opened new First Trust Dorsey Wright Momentum & Value ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Momentum & Value ETF buyer in Q4 2025 was Osaic Holdings, an estimated $602K added.
- The largest First Trust Dorsey Wright Momentum & Value ETF seller in Q4 2025 was Susquehanna International Group, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2025.