DOSSIER · 13F Holders · Q2 2026
DVLU

FT DW MOMNTM VALUE ETF

18 institutions still hold FT DW MOMNTM VALUE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33741L207·18 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$33M
visible holders
Holders
18
filers reporting
Concentration
35.01%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported DVLU in Q2 2026. Virtus Wealth Solutions LLC leads at 35.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Virtus Wealth Solutions LLC
CIK 0002045870
$11M288K1.56%Q2 2026
02
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M199K0.01%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M103K0.00%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$3M86K0.00%Q2 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M39K0.00%Q2 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$1M28K0.00%Q2 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$913K27K0.00%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$533K13K0.00%Q2 2026
09
Accel Wealth Management
CIK 0001838226
$486K12K0.11%Q2 2026
10
Clear Creek Financial Management, LLC
CIK 0001784235
$401K10K0.03%Q2 2026
11
Janney Montgomery Scott LLC
CIK 0001329948
$338K10K0.00%Q1 2026
12
Cetera Investment Advisers
CIK 0001666741
$263K7K0.00%Q2 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$182K5K0.00%Q2 2026
14
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$21K5310.00%Q2 2026
15
Spire Wealth Management
CIK 0001858740
$20K5000.00%Q2 2026
16
Global Retirement Partners, LLC
CIK 0001749744
$2K500.00%Q2 2026
17
MORGAN STANLEY
CIK 0000895421
$5710.00%Q2 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025