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DVLU FIRST TR EXCHANGE TRADED FD

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CMN (fund)

18 managers (18 13F filers) reported a position in DVLU shares at 2024-12-31, 784,014 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
1
Added
5
Reduced
7
Sold out
1
Shares held by filers
784,014

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Virtus Wealth Solutions LLC326,165$9.5M2.24%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,762$6.23M0.01%-16,75813F-HRTimeline
LPL Financial LLC49,879$1.45M<0.01%+7,85013F-HRTimeline
Private Advisory Group LLC43,997$1.28M0.14%-83,00513F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,426$1.15M<0.01%-2,94013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,091$789K<0.01%+13,04513F-HRTimelineGroup
Cetera Investment Advisers22,319$650K<0.01%-5,42313F-HRTimeline
Cambridge Investment Research Advisors,…15,264$445K<0.01%-5,32113F-HRTimeline
Accel Wealth Management15,113$440K0.17%-15613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,198$414K<0.01%+7,21413F-HRTimelineGroup
Janney Montgomery Scott LLC11,740$342K<0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,497$131K<0.01%+1,86713F-HRTimeline
UBS Group AGin group UBS Group AG274$7.98K<0.01%+18513F-HRTimelineGroup
Farther Finance Advisors, LLC237$6.91K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC50$1.46K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$52<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$24<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.