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

$35.29 +0.07 (+0.20%)
Closing price 08/22/2025 02:55 PM Eastern
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$35.29 0.00 (0.00%)
As of 08/22/2025 04:04 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)
20
Total
Institutional Inflows
(last 12 months)
$41.32M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.33M
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DVOL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/25/2025 CWM 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%
5/15/2025 Baird Financial Group Inc.74,256$2.64M0.0%-0.7%4.125%
5/13/2025 Raymond James Financial Inc.153,977$5.47M0.0%+4.1%8.554%
5/8/2025 Private Advisory Group LLC38,041$1.35M0.2%+2.4%2.113%
5/7/2025 LPL Financial LLC55,463$1.97M0.0%+38.9%3.081%
5/6/2025 Cetera Investment Advisers11,423$406K0.0%+6.5%0.635%
5/2/2025 Sigma Planning Corp8,805$313K0.0%+12.7%0.489%
5/1/2025 CWM LLC184,005$6.54M0.0%-5.7%10.223%
4/23/2025 Virtus Wealth Solutions LLC204,474$7.27M2.2%-1.0%11.360%
4/22/2025 Cambridge Investment Research Advisors Inc.5,847$208K0.0%N/A0.325%
4/14/2025 Farther Finance Advisors LLC75,000$2.68M0.1%+7,217.1%4.412%
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%
9/5/2024Sanctuary Advisors LLC8,758$259K0.0%N/A0.584%
Elon Musk’s New Technology (Ad)

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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%
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%
Elon Musk’s New Technology (Ad)

Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a new AI supercomputer—what one industry CEO calls “the most powerful in the world.” Musk says this tech will drive the next wave of American innovation. You can’t invest in the supercomputer directly—but there’s a backdoor way to access the company powering it. It’s smaller than Tesla or Nvidia, but both rely on it for future growth.tc pixel

Get the full details on the AI company behind Musk’s next big move.
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%
(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, 27 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 23 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 1,195,748 shares in the last 24 months. This purchase volume represents approximately $41.32M 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 ($117.05K), Private Advisory Group LLC ($3.36K), 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 126,076 shares in the last 24 months. This volume of shares sold represents approximately $4.33M in transactions.



This page (NASDAQ:DVOL) was last updated on 8/24/2025 by MarketBeat.com Staff
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