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

$35.13 -0.33 (-0.93%)
As of 03/28/2025 03:49 PM 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)
12
Total
Institutional Inflows
(last 12 months)
$18.68M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$3.32M
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DVOL Institutional Buying and Selling by Quarter

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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
2/17/2025 Cetera Investment Advisers10,726$363K0.0%+22.4%0.650%
2/17/2025 Citadel Advisors LLC41,988$1.42M0.0%+30.3%2.545%
2/13/2025 Virtus Wealth Solutions LLC206,526$7.00M1.6%N/A12.517%
2/13/2025 Raymond James Financial Inc.147,892$5.01M0.0%N/A8.963%
2/11/2025 LPL Financial LLC39,922$1.35M0.0%+9.2%2.420%
2/10/2025 Farther Finance Advisors LLC1,025$35K0.0%N/A0.062%
2/6/2025 Raymond James Financial Inc.147,892$5.01M0.0%N/A8.963%
2/5/2025 Private Trust Co. NA6,578$223K0.0%N/A0.399%
2/3/2025 Concurrent Investment Advisors LLC8,155$276K0.0%+4.5%0.494%
1/31/2025 Global Retirement Partners LLC6,870$233K0.0%N/A0.416%
11/8/2024 Prospera Financial Services Inc19,333$641K0.0%-9.0%1.247%
10/18/2024Raymond James & Associates140,022$4.64M0.0%+2.1%9.034%
10/9/2024 Private Advisory Group LLC45,349$1.50M0.2%-6.9%2.926%
10/8/2024 CWM LLC211,916$7.03M0.0%-17.5%13.672%
9/5/2024 Sanctuary Advisors LLC8,758$259K0.0%N/A0.584%
7/31/2024 Commonwealth Equity Services LLC206,860$6.26M0.0%-3.9%13.791%
7/31/2024 Concurrent Investment Advisors LLC7,873$238K0.0%N/A0.525%
7/23/2024 Private Advisory Group LLC48,706$1.47M0.2%+3.8%3.247%
7/19/2024Raymond James & Associates137,172$4.15M0.0%-0.5%8.850%
7/10/2024 CWM LLC256,917$7.78M0.0%-11.2%16.575%
4/29/2024 Commonwealth Equity Services LLC215,252$6.58M0.0%-5.4%13.453%
4/16/2024 Weaver Consulting Group7,769$237K0.1%-8.2%0.486%
2/5/2024 Kestra Private Wealth Services LLC14,455$395K0.0%N/A0.850%
2/1/2024 CWM LLC422,630$11.55M0.1%-26.5%24.150%
1/22/2024 Weaver 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%
11/14/2023 Private Advisory Group LLC53,468$1.33M0.3%-57.6%2.673%
11/6/2023 Sigma Planning Corp8,397$210K0.0%-11.4%0.420%
10/31/2023 Allworth 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%
10/23/2023 Commonwealth Equity Services LLC424,886$10.60M0.0%-1.7%18.884%
10/13/2023 Weaver Consulting Group11,428$285K0.1%-12.8%0.497%
10/11/2023 CWM LLC575,312$14.36M0.1%+49.8%25.014%
8/14/2023 Affinity Wealth Management LLC14,992$396K0.1%-68.9%0.666%
8/10/2023 Commonwealth Equity Services LLC432,032$11.41M0.0%-22.9%19.201%
8/9/2023 Flow Traders U.S. LLC26,500$700K0.0%N/A1.178%
8/8/2023 Prospera Financial Services Inc61,697$1.63M0.1%-7.1%2.742%
8/3/2023 CWM LLC384,021$10.14M0.1%+55.9%17.068%
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8/2/2023 Sigma 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%
5/11/2023 Commonwealth Equity Services LLC560,043$14.31M0.0%+0.5%24.350%
5/5/2023 Silver Oak Securities Incorporated47,149$1.24M0.2%+3.4%2.050%
5/3/2023 MTM Investment Management LLC10,693$273K0.1%-7.2%0.465%
5/1/2023 CWM 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%
2/9/2023 Affinity Wealth Management LLC48,146$1.27M0.3%+9.0%1.817%
2/8/2023Raymond James & Associates177,126$4.66M0.0%-12.5%6.684%
2/8/2023 Prospera Financial Services Inc67,051$1.76M0.1%+8.1%2.530%
2/7/2023 Commonwealth Equity Services LLC557,381$14.65M0.0%+0.2%21.033%
2/7/2023 LPL Financial LLC35,894$943K0.0%-3.4%1.354%
2/2/2023 Silver Oak Securities Incorporated45,588$1.20M0.2%-6.7%1.720%
2/1/2023 CWM LLC248,721$6.54M0.0%-69.6%9.386%
1/30/2023Harvest Group Wealth Management LLC21,169$556K0.4%-38.3%0.784%
1/24/2023 Sigma Planning Corp10,764$283K0.0%-7.3%0.399%
1/9/2023 Weaver Consulting Group13,328$350K0.2%-8.1%0.494%
11/15/2022 Flow Traders U.S. LLC17,983$431K0.0%-22.2%0.599%
11/15/2022 Commonwealth Equity Services LLC556,085$13.32M0.0%+1.9%18.536%
11/14/2022 United Capital Financial Advisers LLC33,736$808K0.0%-4.9%1.125%
11/14/2022 MML Investors Services LLC14,343$344K0.0%-26.2%0.478%
11/10/2022 Sigma Planning Corp11,616$278K0.0%-5.6%0.387%
11/8/2022Harvest Group Wealth Management LLC34,299$844K0.6%-2.2%1.143%
10/27/2022 Prospera Financial Services Inc62,023$1.49M0.1%-1.6%2.067%
10/27/2022 CWM 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%
10/20/2022 Silver Oak Securities Incorporated48,887$1.17M0.3%+241.1%1.630%
10/4/2022 Weaver Consulting Group14,497$347K0.2%-17.2%0.460%
9/16/2022 Private Trust Co. NA5,155$130K0.0%N/A0.164%
8/13/2022 Flow Traders U.S. LLC23,101$581K0.0%-2.4%0.733%
8/12/2022 Private Advisory Group LLC79,364$2.00M0.5%+171.9%2.519%
8/12/2022 United Capital Financial Advisers LLC35,489$892K0.0%-9.2%1.127%
8/8/2022 Baird Financial Group Inc.87,248$2.19M0.0%-10.8%2.770%
8/8/2022 Prospera 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%
7/28/2022 CWM LLC682,121$17.15M0.1%-25.6%20.988%
7/26/2022FinTrust Capital Advisors LLC1,670$43K0.0%N/A0.051%
7/19/2022 Commonwealth Equity Services LLC545,830$13.72M0.0%+0.5%16.540%
5/26/2022 Kestra 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%
5/10/2022 SILVER OAK SECURITIES Inc50,549$1.47M0.3%N/A1.204%
5/4/2022 Prospera Financial Services Inc66,489$1.91M0.1%+10.8%1.583%
5/4/2022 Commonwealth Equity Services LLC543,363$15.57M0.0%-0.4%12.937%
5/4/2022 Envestnet Asset Management Inc.26,648$763K0.0%-10.0%0.634%
4/22/2022 Truist Financial Corp25,238$723K0.0%-10.5%0.647%
4/21/2022Harvest Group Wealth Management LLC38,249$1.10M0.6%-29.2%0.981%
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4/21/2022 CWM LLC916,760$26.27M0.2%-10.1%23.507%
2/9/2022 Baird Financial Group Inc.70,798$2.25M0.0%+2.5%1.686%
2/8/2022Raymond James Financial Services Advisors Inc.86,670$2.75M0.0%-2.0%2.064%
2/8/2022 Bank of America Corp DE262,591$8.34M0.0%-16.7%5.968%
2/8/2022Raymond James & Associates212,068$6.74M0.0%-25.0%4.820%
2/8/2022 Affinity Wealth Management LLC44,580$1.28M0.3%+10.7%1.013%
2/4/2022 Envestnet Asset Management Inc.29,620$941K0.0%+112.4%0.673%
2/3/2022 Cambridge Investment Research Advisors Inc.48,858$1.55M0.0%-8.5%1.110%
2/3/2022 Advisor Group Holdings Inc.25,382$806K0.0%+279.3%0.577%
1/31/2022 CWM LLC1,019,876$32.40M0.2%N/A23.179%
(Data available from 1/1/2016 forward)

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DVOL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DVOL shares?

During the previous two years, 25 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Low Volatility ETF. The most heavily invested institutionals were CWM LLC ($7.03M), Virtus Wealth Solutions LLC ($7.00M), Commonwealth Equity Services LLC ($6.26M), Raymond James Financial Inc. ($5.01M), Raymond James & Associates ($4.64M), Private Advisory Group LLC ($1.50M), and Citadel Advisors LLC ($1.42M).Learn more on DVOL's institutional investors.

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

Of the 18 institutional investors that purchased First Trust Dorsey Wright Momentum & Low Volatility ETF 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. ($295.78K), Virtus Wealth Solutions LLC ($206.53K), Flow Traders U.S. LLC ($26.50K), Kestra Private Wealth Services LLC ($14.46K), Citadel Advisors LLC ($9.77K), and Allworth Financial LP ($9.22K).

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

Institutional investors have bought a total of 936,838 shares in the last 24 months. This purchase volume represents approximately $28.63M in transactions.

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

Of the 11 institutional investors that sold First Trust Dorsey Wright Momentum & Low Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($232.43K), Commonwealth Equity Services LLC ($155.90K), Private Advisory Group LLC ($76.07K), Affinity Wealth Management LLC ($33.16K), Raymond James & Associates ($25.66K), Raymond James Financial Services Advisors Inc. ($7.28K), and Prospera Financial Services Inc ($6.62K).

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

Institutional investors have sold a total of 549,305 shares in the last 24 months. This volume of shares sold represents approximately $15.40M in transactions.


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This page (NASDAQ:DVOL) was last updated on 3/29/2025 by MarketBeat.com Staff
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