Free Trial
→ Trump’s New Order Could Boost Social Security Benefits by 400% (From InvestorPlace) (Ad) Free DVOL Stock Alerts

First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) Institutional Ownership

$35.02 +0.33 (+0.94%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Low Volatility ETF (NASDAQ:DVOL)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$22.38M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.41M
Get DVOL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Dorsey Wright Momentum & Low Volatility ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DVOL Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Momentum & Low Volatility ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025Baird Financial Group Inc.74,256$2.64M0.0%-0.7%4.125%
5/13/2025Raymond James Financial Inc.153,977$5.47M0.0%+4.1%8.554%
5/8/2025Private Advisory Group LLC38,041$1.35M0.2%+2.4%2.113%
5/7/2025LPL Financial LLC55,463$1.97M0.0%+38.9%3.081%
5/6/2025Cetera Investment Advisers11,423$406K0.0%+6.5%0.635%
5/2/2025Sigma Planning Corp8,805$313K0.0%+12.7%0.489%
5/1/2025CWM LLC184,005$6.54M0.0%-5.7%10.223%
4/23/2025Virtus Wealth Solutions LLC204,474$7.27M2.2%-1.0%11.360%
4/22/2025Cambridge Investment Research Advisors Inc.5,847$208K0.0%N/A0.325%
4/14/2025Farther Finance Advisors LLC75,000$2.68M0.1%+7,217.1%4.412%
2/17/2025Cetera Investment Advisers10,726$363K0.0%+22.4%0.650%
2/17/2025Citadel Advisors LLC41,988$1.42M0.0%+30.3%2.545%
2/13/2025Virtus Wealth Solutions LLC206,526$7.00M1.6%N/A12.517%
2/13/2025Raymond James Financial Inc.147,892$5.01M0.0%N/A8.963%
2/11/2025LPL Financial LLC39,922$1.35M0.0%+9.2%2.420%
2/10/2025Farther Finance Advisors LLC1,025$35K0.0%N/A0.062%
2/6/2025Raymond James Financial Inc.147,892$5.01M0.0%N/A8.963%
2/5/2025Private Trust Co. NA6,578$223K0.0%N/A0.399%
2/3/2025Concurrent Investment Advisors LLC8,155$276K0.0%+4.5%0.494%
1/31/2025Global Retirement Partners LLC6,870$233K0.0%N/A0.416%
11/8/2024Prospera Financial Services Inc19,333$641K0.0%-9.0%1.247%
10/18/2024Raymond James & Associates140,022$4.64M0.0%+2.1%9.034%
10/9/2024Private Advisory Group LLC45,349$1.50M0.2%-6.9%2.926%
10/8/2024CWM LLC211,916$7.03M0.0%-17.5%13.672%
9/5/2024Sanctuary Advisors LLC8,758$259K0.0%N/A0.584%
7/31/2024Commonwealth Equity Services LLC206,860$6.26M0.0%-3.9%13.791%
7/31/2024Concurrent Investment Advisors LLC7,873$238K0.0%N/A0.525%
7/23/2024Private Advisory Group LLC48,706$1.47M0.2%+3.8%3.247%
7/19/2024Raymond James & Associates137,172$4.15M0.0%-0.5%8.850%
7/10/2024CWM LLC256,917$7.78M0.0%-11.2%16.575%
4/29/2024Commonwealth Equity Services LLC215,252$6.58M0.0%-5.4%13.453%
4/16/2024Weaver Consulting Group7,769$237K0.1%-8.2%0.486%
2/5/2024Kestra Private Wealth Services LLC14,455$395K0.0%N/A0.850%
2/1/2024CWM LLC422,630$11.55M0.1%-26.5%24.150%
1/22/2024Weaver Consulting Group8,463$231K0.1%-25.9%0.484%
1/16/2024Raymond James Financial Services Advisors Inc.18,677$510K0.0%-2.1%1.038%
1/16/2024Raymond James & Associates152,169$4.16M0.0%-7.7%8.454%
11/14/2023Private Advisory Group LLC53,468$1.33M0.3%-57.6%2.673%
11/6/2023Sigma Planning Corp8,397$210K0.0%-11.4%0.420%
10/31/2023Allworth Financial LP9,219$230K0.0%N/A0.439%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as July 23rd.

Click here to see the Tesla shock that could blindside everyone.
10/24/2023Raymond James Financial Services Advisors Inc.19,083$476K0.0%-17.5%0.848%
10/24/2023Raymond James & Associates164,894$4.12M0.0%-0.5%7.329%
10/23/2023Commonwealth Equity Services LLC424,886$10.60M0.0%-1.7%18.884%
10/13/2023Weaver Consulting Group11,428$285K0.1%-12.8%0.497%
10/11/2023CWM LLC575,312$14.36M0.1%+49.8%25.014%
8/14/2023Affinity Wealth Management LLC14,992$396K0.1%-68.9%0.666%
8/10/2023Commonwealth Equity Services LLC432,032$11.41M0.0%-22.9%19.201%
8/9/2023Flow Traders U.S. LLC26,500$700K0.0%N/A1.178%
8/8/2023Prospera Financial Services Inc61,697$1.63M0.1%-7.1%2.742%
8/3/2023CWM LLC384,021$10.14M0.1%+55.9%17.068%
8/2/2023Sigma Planning Corp9,479$250K0.0%-11.2%0.421%
7/25/2023Raymond James Financial Services Advisors Inc.23,144$611K0.0%-7.0%1.029%
7/25/2023Raymond James & Associates165,649$4.37M0.0%-4.1%7.362%
5/11/2023Commonwealth Equity Services LLC560,043$14.31M0.0%+0.5%24.350%
5/5/2023Silver Oak Securities Incorporated47,149$1.24M0.2%+3.4%2.050%
5/3/2023MTM Investment Management LLC10,693$273K0.1%-7.2%0.465%
5/1/2023CWM LLC246,355$6.30M0.0%-1.0%10.711%
4/28/2023Harvest Group Wealth Management LLC17,416$445K0.3%-17.7%0.757%
4/14/2023Raymond James Financial Services Advisors Inc.24,874$636K0.0%-4.2%1.015%
4/14/2023Raymond James & Associates172,660$4.41M0.0%-2.5%7.047%
2/9/2023Affinity Wealth Management LLC48,146$1.27M0.3%+9.0%1.817%
2/8/2023Raymond James & Associates177,126$4.66M0.0%-12.5%6.684%
2/8/2023Prospera Financial Services Inc67,051$1.76M0.1%+8.1%2.530%
2/7/2023Commonwealth Equity Services LLC557,381$14.65M0.0%+0.2%21.033%
2/7/2023LPL Financial LLC35,894$943K0.0%-3.4%1.354%
2/2/2023Silver Oak Securities Incorporated45,588$1.20M0.2%-6.7%1.720%
2/1/2023CWM LLC248,721$6.54M0.0%-69.6%9.386%
1/30/2023Harvest Group Wealth Management LLC21,169$556K0.4%-38.3%0.784%
1/24/2023Sigma Planning Corp10,764$283K0.0%-7.3%0.399%
1/9/2023Weaver Consulting Group13,328$350K0.2%-8.1%0.494%
11/15/2022Flow Traders U.S. LLC17,983$431K0.0%-22.2%0.599%
11/15/2022Commonwealth Equity Services LLC556,085$13.32M0.0%+1.9%18.536%
11/14/2022United Capital Financial Advisers LLC33,736$808K0.0%-4.9%1.125%
11/14/2022MML Investors Services LLC14,343$344K0.0%-26.2%0.478%
11/10/2022Sigma Planning Corp11,616$278K0.0%-5.6%0.387%
11/8/2022Harvest Group Wealth Management LLC34,299$844K0.6%-2.2%1.143%
10/27/2022Prospera Financial Services Inc62,023$1.49M0.1%-1.6%2.067%
10/27/2022CWM LLC818,594$19.61M0.2%+20.0%27.286%
10/25/2022Raymond James & Associates202,536$4.85M0.0%-3.1%6.751%
10/25/2022Raymond James Financial Services Advisors Inc.25,721$616K0.0%-69.7%0.857%
10/20/2022Silver Oak Securities Incorporated48,887$1.17M0.3%+241.1%1.630%
10/4/2022Weaver Consulting Group14,497$347K0.2%-17.2%0.460%
9/16/2022Private Trust Co. NA5,155$130K0.0%N/A0.164%
8/13/2022Flow Traders U.S. LLC23,101$581K0.0%-2.4%0.733%
8/12/2022Private Advisory Group LLC79,364$2.00M0.5%+171.9%2.519%
8/12/2022United Capital Financial Advisers LLC35,489$892K0.0%-9.2%1.127%
8/8/2022Baird Financial Group Inc.87,248$2.19M0.0%-10.8%2.770%
8/8/2022Prospera Financial Services Inc63,020$1.58M0.1%-5.2%2.001%
8/4/2022Harvest Group Wealth Management LLC35,053$926K0.6%-8.4%1.113%
7/28/2022CWM LLC682,121$17.15M0.1%-25.6%20.988%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/26/2022FinTrust Capital Advisors LLC1,670$43K0.0%N/A0.051%
7/19/2022Commonwealth Equity Services LLC545,830$13.72M0.0%+0.5%16.540%
5/26/2022Kestra Private Wealth Services LLC11,831$339K0.0%-30.0%0.303%
5/11/2022Raymond James Financial Services Advisors Inc.81,163$2.33M0.0%-6.4%1.932%
5/10/2022SILVER OAK SECURITIES Inc50,549$1.47M0.3%N/A1.204%
5/4/2022Prospera Financial Services Inc66,489$1.91M0.1%+10.8%1.583%
5/4/2022Commonwealth Equity Services LLC543,363$15.57M0.0%-0.4%12.937%
5/4/2022Envestnet Asset Management Inc.26,648$763K0.0%-10.0%0.634%
4/22/2022Truist Financial Corp25,238$723K0.0%-10.5%0.647%
4/21/2022Harvest Group Wealth Management LLC38,249$1.10M0.6%-29.2%0.981%
(Data available from 1/1/2016 forward)

DVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVOL shares?

During the previous two years, 24 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Low Volatility ETF. The most heavily invested institutionals were Virtus Wealth Solutions LLC ($7.27M), CWM LLC ($6.54M), Commonwealth Equity Services LLC ($6.26M), Raymond James Financial Inc. ($5.47M), Raymond James & Associates ($4.64M), Farther Finance Advisors LLC ($2.68M), and Baird Financial Group Inc. ($2.64M).Learn more on First Trust Dorsey Wright Momentum & Low Volatility ETF's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright Momentum & Low Volatility ETF's stock?

Of the 18 institutional investors that purchased First Trust Dorsey Wright Momentum & Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($328.96K), Raymond James Financial Inc. ($301.87K), Virtus Wealth Solutions LLC ($206.53K), Farther Finance Advisors LLC ($75K), Flow Traders U.S. LLC ($26.50K), LPL Financial LLC ($18.91K), and Kestra Private Wealth Services LLC ($14.46K).

How much institutional buying is happening at First Trust Dorsey Wright Momentum & Low Volatility ETF?

Institutional investors have bought a total of 657,524 shares in the last 24 months. This purchase volume represents approximately $22.38M in transactions.

Which of First Trust Dorsey Wright Momentum & Low Volatility ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Dorsey Wright Momentum & Low Volatility ETF stock in the last 24 months: CWM LLC ($88.46K), Commonwealth Equity Services LLC ($8.39K), Private Advisory Group LLC ($3.36K), Virtus Wealth Solutions LLC ($2.05K), Prospera Financial Services Inc ($1.91K), Raymond James & Associates ($702.00), and Baird Financial Group Inc. ($549.00).

How much institutional selling is happening at First Trust Dorsey Wright Momentum & Low Volatility ETF?

Institutional investors have sold a total of 105,418 shares in the last 24 months. This volume of shares sold represents approximately $3.41M in transactions.


Related Companies

This page (NASDAQ:DVOL) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored