22 institutions reported holding $30.0M of FIRST TR EXCHANGE TRADED FD (DVLU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Virtus Wealth Solutions LLC ($10.2M), OSAIC HOLDINGS, INC. ($6.2M), RAYMOND JAMES FINANCIAL INC ($3.9M), LPL Financial LLC ($2.2M), CITADEL ADVISORS LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $10.2M | 299,049 | Added |
| 2 | OSAIC HOLDINGS, INC. | $6.2M | 182,357 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $3.9M | 115,413 | New |
| 4 | LPL Financial LLC | $2.2M | 63,331 | Added |
| 5 | CITADEL ADVISORS LLC | $1.5M | 43,557 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $1.3M | 39,426 | Trimmed |
| 7 | Cetera Investment Advisers | $1.1M | 31,183 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $913,000 | 26,684 | Added |
| 9 | Private Advisory Group LLC | $861,869 | 25,196 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $507,203 | 14,828 | Trimmed |
| 11 | Accel Wealth Management | $458,488 | 13,403 | Trimmed |
| 12 | Janney Montgomery Scott LLC | $338,000 | 9,889 | Added |
| 13 | Clear Creek Financial Management, LLC | $242,867 | 7,100 | New |
| 14 | Farther Finance Advisors, LLC | $159,877 | 4,593 | Trimmed |
| 15 | Sound Income Strategies, LLC | $22,000 | 632 | Hold |
| 16 | HARBOUR INVESTMENTS, INC. | $18,164 | 531 | Trimmed |
| 17 | Spire Wealth Management | $17,103 | 500 | New |
| 18 | Western Wealth Management, LLC | $3,762 | 110 | New |
| 19 | Equitable Holdings, Inc. | $0 | 0 | Exited |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | MORGAN STANLEY | $0 | 0 | Exited |
| 22 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31