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First Trust Drsy Wright Mome (DVLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Virtus Wealth Solutions LLC
INCREASED
Shares289,974 from 288,316
Change+1,658 (+1%)
Value$11.2M (-$222.2K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares103,653 from 85,942
Change+17,711 (+21%)
Value$4.0M (+$599.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares25,600 from 26,084
Change-484 (-2%)
Value$990.0K (-$44.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares17,059 from 13,441
Change+3,618 (+27%)
Value$659.5K (+$126.5K)
Filed 2026-11-02
Private Advisory Group LLC
NEW
Shares14,152
Change+14,152
Value$547.1K
Filed 2026-11-06
Accel Wealth Management
INCREASED
Shares12,251 from 12,247
Change+4 (+0%)
Value$473.7K (-$12.0K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$390.5K (-$10.0K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares4,416 from 4,593
Change-177 (-4%)
Value$170.7K (-$11.4K)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$19.3K (-$497)
Filed 2026-10-30
Osaic Holdings, Inc.
N/A
Shares— from 199,387
Change-199,387 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 102,520
Change-102,520 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 39,426
Change-39,426 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 28,118
Change-28,118 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,764
Change-10,764 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Virtus Wealth Solutions LLC
INCREASED289,974288,316+1,658+1%$11.4M$11.2M-$222.2K2026-11-03
LPL Financial LLC
INCREASED103,65385,942+17,711+21%$3.4M$4.0M+$599.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED25,60026,084-484-2%$1.0M$990.0K-$44.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED17,05913,441+3,618+27%$533.0K$659.5K+$126.5K2026-11-02
Private Advisory Group LLC
NEW14,152—+14,152——$547.1K—2026-11-06
Accel Wealth Management
INCREASED12,25112,247+4+0%$485.7K$473.7K-$12.0K2026-10-13
Clear Creek Financial Management, LLC
UNCHANGED10,10010,10000%$400.5K$390.5K-$10.0K2026-10-28
Farther Finance Advisors, LLC
DECREASED4,4164,593-177-4%$182.1K$170.7K-$11.4K2026-10-08
Spire Wealth Management
UNCHANGED50050000%$19.8K$19.3K-$4972026-10-30
Osaic Holdings, Inc.
N/A—199,387-199,387-100%$7.9M———
Raymond James Financial Inc
N/A—102,520-102,520-100%$4.1M———
Goldman Sachs Group Inc
N/A—39,426-39,426-100%$1.6M———
Citadel Advisors LLC
N/A—28,118-28,118-100%$1.1M———
Janney Montgomery Scott LLC
N/A—10,764-10,764-100%$427.0K———
Cetera Investment Advisers
N/A—6,625-6,625-100%$262.7K———
BFC Planning, Inc.
N/A—3,600-3,600-100%$142.7K———
Harbour Investments, Inc.
N/A—531-531-100%$21.1K———
Global Retirement Partners, LLC
N/A—50-50-100%$2.0K———
Morgan Stanley
N/A—1-1-100%$57———
Showing 19 of 19 institutions