Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free DVOL Stock Alerts

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

First Trust Dorsey Wright Momentum & Low Volatility ETF logo
$37.87 +0.34 (+0.91%)
As of 07/24/2026 02:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$41.94M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.70M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Balefire LLC38,328$1.40M0.2%+15.6%1.966%
5/18/2026Royal Bank of Canada4,455$154K0.0%-93.5%0.223%
5/13/2026Cetera Investment Advisers19,851$686K0.0%+12.0%0.993%
5/7/2026 Balefire LLC33,142$1.15M0.2%+48.6%1.657%
5/5/2026Sanctuary Advisors LLC27,824$962K0.0%-6.1%1.391%
5/1/2026Fifth Third Bancorp9,895$342K0.0%N/A0.495%
4/29/2026Warner Group LLC12,518$433K0.3%-14.0%0.626%
2/17/2026Osaic Holdings Inc.5,347$187K0.0%-11.3%0.249%
2/17/2026Royal Bank of Canada68,216$2.39M0.0%+358,931.6%3.173%
2/12/2026Commonwealth Equity Services LLC38,106$1.34M0.0%-3.9%1.772%
2/11/2026LPL Financial LLC107,316$3.76M0.0%-20.0%4.991%
2/11/2026O Shaughnessy Asset Management LLC3,162$111K0.0%N/A0.147%
2/10/2026Weaver Consulting Group5,738$201K0.0%-24.7%0.267%
2/9/2026 Prospera Financial Services Inc26,478$928K0.0%+2.9%1.232%
2/6/2026Csenge Advisory Group567,061$19.87M0.9%+4.4%26.375%
2/6/2026Warner Group LLC14,550$510K0.3%+49.2%0.677%
1/29/2026Sanctuary Advisors LLC29,634$1.04M0.0%-10.8%1.378%
1/29/2026Concurrent 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%
1/15/2026Nilsine Partners LLC38,978$1.37M0.1%-3.6%1.695%
11/18/2025Advisory Services Network LLC1,105$39K0.0%N/A0.044%
11/17/2025Citadel Advisors LLC20,556$729K0.0%-6.3%0.822%
11/14/2025Raymond James Financial Inc.203,741$7.22M0.0%+12.4%8.150%
11/14/2025Two Sigma Investments LP48,700$1.73M0.0%+123.4%1.948%
11/14/2025Comerica Bank9,895$351K0.0%-18.4%0.396%
11/12/2025Park Square Financial Group LLC13,224$469K2.0%N/A0.529%
11/12/2025Virtus Wealth Solutions LLC198,964$7.05M1.4%-2.6%7.959%
11/10/2025Private 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%
11/7/2025Warner Group LLC9,751$346K0.2%N/A0.390%
11/6/2025 Prospera Financial Services Inc25,725$912K0.0%-1.9%1.029%
11/5/2025Envestnet Asset Management Inc.5,663$201K0.0%N/A0.227%
10/28/2025Csenge 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%
10/6/2025Nilsine Partners LLC40,442$1.43M0.1%+3.6%1.586%
9/4/2025Osaic Holdings Inc.6,008$211K0.0%-51.6%0.293%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
8/6/2025 Prospera Financial Services Inc26,220$921K0.0%+11.3%1.279%
8/5/2025Sigma 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%
7/28/2025Mutual 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%
7/23/2025 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%
1/22/2024Weaver Consulting Group8,463$231K0.1%-25.9%0.484%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%


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 1,187,580 shares in the last 24 months. This purchase volume represents approximately $41.94M in transactions.

Of the 15 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 135,028 shares in the last 24 months. This volume of shares sold represents approximately $4.70M in transactions.


Related Companies

This page (NASDAQ:DVOL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Buy this stock tomorrow
Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership...
Chaikin Analytics | Sponsoredtc pixel
BlackRock, JPMorgan, and Goldman are all stock piling the same asset… are you?
BlackRock, JPMorgan, Goldman Sachs, Fidelity, ARK Invest and Andreessen Horowitz are all buying the same asset...
Awesomely | Sponsoredtc pixel