19 institutions reported holding $32.9M of FT DW MOMNTM VALUE ETF (DVLU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Wealth Solutions LLC ($11.4M), OSAIC HOLDINGS, INC. ($7.9M), RAYMOND JAMES FINANCIAL INC ($4.1M), LPL Financial LLC ($3.4M), GOLDMAN SACHS GROUP INC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $11.4M | 288,316 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $7.9M | 199,387 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 102,520 | Trimmed |
| 4 | LPL Financial LLC | $3.4M | 85,942 | Added |
| 5 | GOLDMAN SACHS GROUP INC | $1.6M | 39,426 | Hold |
| 6 | CITADEL ADVISORS LLC | $1.1M | 28,118 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.0M | 26,084 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $533,018 | 13,441 | Trimmed |
| 9 | Accel Wealth Management | $485,671 | 12,247 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $427,000 | 10,764 | Added |
| 11 | Clear Creek Financial Management, LLC | $400,516 | 10,100 | Added |
| 12 | Cetera Investment Advisers | $262,695 | 6,625 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $182,128 | 4,593 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $21,057 | 531 | Hold |
| 15 | Spire Wealth Management | $19,828 | 500 | Hold |
| 16 | Global Retirement Partners, LLC | $1,983 | 50 | Hold |
| 17 | MORGAN STANLEY | $57 | 1 | New |
| 18 | Private Advisory Group LLC | $0 | 0 | Exited |
| 19 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30