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

$34.94 -0.30 (-0.84%)
As of 10:39 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Low Volatility ETF (NASDAQ:DVOL)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$41.65M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.96M
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DVOL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025 Balefire LLC15,283$542K0.1%N/A0.599%
10/6/2025 Nilsine Partners LLC40,442$1.43M0.1%+3.6%1.586%
9/4/2025Osaic Holdings Inc.6,008$211K0.0%-51.6%0.293%
8/15/2025Bank of America Corp DE4,198$147K0.0%-16.2%0.205%
8/14/2025Raymond James Financial Inc.181,222$6.36M0.0%+17.7%8.840%
8/13/2025Baird Financial Group Inc.75,572$2.65M0.0%+1.8%3.686%
8/12/2025Global Retirement Partners LLC6,899$242K0.0%N/A0.337%
8/8/2025Cetera Investment Advisers17,832$626K0.0%+56.1%0.870%
8/6/2025Prospera Financial Services Inc26,220$921K0.0%+11.3%1.279%
8/5/2025Sigma Planning Corp13,680$480K0.0%+55.4%0.667%
8/1/2025GGM Financials LLC204,335$7.17M1.4%N/A9.968%
8/1/2025Brookwood Investment Group LLC68,728$2.41M0.4%N/A3.353%
7/28/2025Mutual Advisors LLC6,563$228K0.0%N/A0.320%
7/25/2025CWM LLC123,039$4.32M0.0%-33.1%6.002%
7/25/2025Concurrent Investment Advisors LLC7,806$274K0.0%-4.3%0.381%
7/23/2025GGM Financials LLC204,335$7.17M1.5%N/A9.968%
7/22/2025Wealthcare Advisory Partners LLC12,460$437K0.0%N/A0.608%
7/11/2025Farther Finance Advisors LLC77,048$2.71M0.1%+2.7%3.584%
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%
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%
(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, 30 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), GGM Financials LLC ($7.17M), Raymond James Financial Inc. ($6.36M), Commonwealth Equity Services LLC ($6.26M), Raymond James & Associates ($4.64M), CWM LLC ($4.32M), and Farther Finance Advisors LLC ($2.71M).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 25 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: GGM Financials LLC ($408.67K), Raymond James Financial Inc. ($329.11K), Virtus Wealth Solutions LLC ($206.53K), CWM LLC ($191.29K), Farther Finance Advisors LLC ($77.05K), Brookwood Investment Group LLC ($68.73K), and LPL Financial LLC ($18.91K).

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

Institutional investors have bought a total of 1,203,685 shares in the last 24 months. This purchase volume represents approximately $41.65M 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 ($72.04K), Osaic Holdings Inc. ($6.41K), Virtus Wealth Solutions LLC ($2.05K), Prospera Financial Services Inc ($1.91K), Bank of America Corp DE ($814.00), Baird Financial Group Inc. ($549.00), and Concurrent Investment Advisors LLC ($349.00).

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

Institutional investors have sold a total of 84,123 shares in the last 24 months. This volume of shares sold represents approximately $2.96M in transactions.


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This page (NASDAQ:DVOL) was last updated on 10/10/2025 by MarketBeat.com Staff
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