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

First Trust Dorsey Wright Momentum & Low Volatility ETF logo
$36.62 +0.36 (+1.00%)
As of 11:36 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)
19
Total
Institutional Inflows
(last 12 months)
$30.42M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.68M
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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
8/23/2026 Nilsine Partners LLC38,576$1.41M0.1%+2.9%1.978%
7/7/2026 Balefire LLC38,328$1.40M0.2%+15.6%1.966%
5/18/2026 Royal Bank of Canada4,455$154K0.0%-93.5%0.223%
5/13/2026 Cetera Investment Advisers19,851$686K0.0%+12.0%0.993%
5/7/2026 Balefire LLC33,142$1.15M0.2%+48.6%1.657%
5/5/2026 Sanctuary Advisors LLC27,824$962K0.0%-6.1%1.391%
5/1/2026 Fifth Third Bancorp9,895$342K0.0%N/A0.495%
4/29/2026 Warner Group LLC12,518$433K0.3%-14.0%0.626%
2/17/2026 Osaic Holdings Inc.5,347$187K0.0%-11.3%0.249%
2/17/2026 Royal Bank of Canada68,216$2.39M0.0%+358,931.6%3.173%
2/12/2026 Commonwealth Equity Services LLC38,106$1.34M0.0%-3.9%1.772%
2/11/2026 LPL Financial LLC107,316$3.76M0.0%-20.0%4.991%
2/11/2026 O Shaughnessy Asset Management LLC3,162$111K0.0%N/A0.147%
2/10/2026 Weaver Consulting Group5,738$201K0.0%-24.7%0.267%
2/9/2026 Prospera Financial Services Inc26,478$928K0.0%+2.9%1.232%
2/6/2026 Csenge Advisory Group567,061$19.87M0.9%+4.4%26.375%
2/6/2026 Warner Group LLC14,550$510K0.3%+49.2%0.677%
1/29/2026 Sanctuary Advisors LLC29,634$1.04M0.0%-10.8%1.378%
1/29/2026 Concurrent Investment Advisors LLC10,985$385K0.0%+45.5%0.511%
1/26/2026CWM LLC117,460$4.12M0.0%-8.7%5.463%
1/23/2026 Farther Finance Advisors LLC73,494$2.58M0.0%-4.0%3.341%
1/15/2026 Nilsine Partners LLC38,978$1.37M0.1%-3.6%1.695%
11/18/2025 Advisory Services Network LLC1,105$39K0.0%N/A0.044%
11/17/2025 Citadel Advisors LLC20,556$729K0.0%-6.3%0.822%
11/14/2025 Raymond James Financial Inc.203,741$7.22M0.0%+12.4%8.150%
11/14/2025 Two Sigma Investments LP48,700$1.73M0.0%+123.4%1.948%
11/14/2025Comerica Bank9,895$351K0.0%-18.4%0.396%
11/12/2025 Park Square Financial Group LLC13,224$469K2.0%N/A0.529%
11/12/2025 Virtus Wealth Solutions LLC198,964$7.05M1.4%-2.6%7.959%
11/10/2025 Private Advisory Group LLC40,389$1.43M0.1%+26.3%1.616%
11/7/2025 Wealthcare Advisory Partners LLC14,318$508K0.0%+14.9%0.573%
11/7/2025 Warner Group LLC9,751$346K0.2%N/A0.390%
11/6/2025 Prospera Financial Services Inc25,725$912K0.0%-1.9%1.029%
11/5/2025 Envestnet Asset Management Inc.5,663$201K0.0%N/A0.227%
10/28/2025 Csenge Advisory Group543,200$19.26M0.9%N/A21.302%
10/21/2025 Brookwood Investment Group LLC140,142$4.97M0.6%+103.9%5.496%
10/15/2025CWM LLC128,589$4.56M0.0%+4.5%5.043%
10/14/2025 Farther Finance Advisors LLC76,568$2.72M0.0%-0.6%3.003%
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%
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9/4/2025 Osaic Holdings Inc.6,008$211K0.0%-51.6%0.293%
8/15/2025 Bank of America Corp DE4,198$147K0.0%-16.2%0.205%
8/14/2025 Raymond James Financial Inc.181,222$6.36M0.0%+17.7%8.840%
8/13/2025 Baird Financial Group Inc.75,572$2.65M0.0%+1.8%3.686%
8/12/2025 Global Retirement Partners LLC6,899$242K0.0%N/A0.337%
8/8/2025 Cetera Investment Advisers17,832$626K0.0%+56.1%0.870%
8/6/2025 Prospera Financial Services Inc26,220$921K0.0%+11.3%1.279%
8/5/2025 Sigma Planning Corp13,680$480K0.0%+55.4%0.667%
8/1/2025 GGM Financials LLC204,335$7.17M1.4%N/A9.968%
8/1/2025 Brookwood Investment Group LLC68,728$2.41M0.4%N/A3.353%
7/28/2025 Mutual Advisors LLC6,563$228K0.0%N/A0.320%
7/25/2025CWM LLC123,039$4.32M0.0%-33.1%6.002%
7/25/2025 Concurrent Investment Advisors LLC7,806$274K0.0%-4.3%0.381%
7/23/2025 GGM Financials LLC204,335$7.17M1.5%N/A9.968%
7/22/2025 Wealthcare Advisory Partners LLC12,460$437K0.0%N/A0.608%
7/11/2025 Farther 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%
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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%


DVOL Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Low Volatility ETF. The most heavily invested institutionals were Csenge Advisory Group ($19.87M), Raymond James Financial Inc. ($7.22M), GGM Financials LLC ($7.17M), Virtus Wealth Solutions LLC ($7.05M), Brookwood Investment Group LLC ($4.97M), Raymond James & Associates ($4.64M), and CWM LLC ($4.12M).Learn more on First Trust Dorsey Wright Momentum & Low Volatility ETF's institutional investors.

Of the 32 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: Csenge Advisory Group ($567.06K), GGM Financials LLC ($408.67K), Raymond James Financial Inc. ($351.63K), Virtus Wealth Solutions LLC ($206.53K), Brookwood Investment Group LLC ($140.14K), Farther Finance Advisors LLC ($77.05K), and Royal Bank of Canada ($68.20K).

Institutional investors have bought a total of 859,635 shares in the last 24 months. This purchase volume represents approximately $30.42M in transactions.

Of the 14 institutional investors that sold First Trust Dorsey Wright Momentum & Low Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($63.76K), LPL Financial LLC ($26.86K), CWM LLC ($11.13K), Osaic Holdings Inc. ($7.09K), Sanctuary Advisors LLC ($5.41K), Virtus Wealth Solutions LLC ($5.37K), and Farther Finance Advisors LLC ($3.55K).

Institutional investors have sold a total of 134,214 shares in the last 24 months. This volume of shares sold represents approximately $4.68M in transactions.


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Institutional ownership data for NASDAQ:DVOL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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