8 institutions reported holding $14.1M of FIRST TR EXCHANGE TRADED FD DORSY WRGH (DVLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Wealth Solutions LLC ($11.4M), Cambridge Investment Research Advisors, Inc. ($1.0M), COMMONWEALTH EQUITY SERVICES, LLC ($533,018), Accel Wealth Management ($485,671), Clear Creek Financial Management, LLC ($400,516). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $11.4M | 288,316 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $1.0M | 26,084 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $533,018 | 13,441 | Trimmed |
| 4 | Accel Wealth Management | $485,671 | 12,247 | Trimmed |
| 5 | Clear Creek Financial Management, LLC | $400,516 | 10,100 | Added |
| 6 | Farther Finance Advisors, LLC | $182,128 | 4,593 | Hold |
| 7 | Spire Wealth Management | $19,828 | 500 | Hold |
| 8 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30