13FBOX
FIRST TR EXCHANGE TRADED FD · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHANGE TRADED FD

DVLU
Institutions
16
Combined AUM (Q2 2026)
$31.8M
Combined Shares (Q2 2026)
802,561
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+43,566
5 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-118,710
10 · 3 Exit · ≈
⚖️ Net
-75,144
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$31.8M
Institutions
16
New Buys
1
Adds
4
Reduces
7
Exits
3
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Virtus Wealth Solutions LLC
1.56%1.95%#1$11.4M288,316$10.2M299,049-10,733-3.59%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#4$7.9M199,387$6.2M182,357+17,030+9.34%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#6$4.1M102,520$3.9M115,413-12,893-11.17%Reduce
LPL Financial LLC
<0.01%<0.01%#8$3.4M85,942$2.2M63,331+22,611+35.70%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#13$1.6M39,426$1.3M39,42600.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#14$1.1M28,118$1.5M43,557-15,439-35.45%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#9$533,01813,441$507,20314,828-1,387-9.35%Reduce
Accel Wealth Management
0.11%0.12%#2$485,67112,247$458,48813,403-1,156-8.62%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#7$426,84710,764$338,0009,889+875+8.85%Add
Clear Creek Financial Management, LLC
0.03%0.02%#3$400,51610,100$242,8677,100+3,000+42.25%Add
Cetera Investment Advisers
<0.01%<0.01%#12$262,6956,625$1.1M31,183-24,558-78.75%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#5$182,1284,593$159,8774,59300.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#11$21,057531$18,16453100.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#10$19,828500$17,10350000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#15$1,98350$00+50New Buy
MORGAN STANLEY
<0.01%<0.01%#16$571$1,13133-32-96.97%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow