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

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$30.53
+0.11 (+0.36%)
(As of 05/17/2024 08:53 PM ET)
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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)
4
Total
Institutional Inflows
(last 12 months)
$9.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$11.83M
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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
4/29/2024Commonwealth 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%
1/16/2024 Raymond James Financial Services Advisors Inc.18,677$510K0.0%-2.1%1.038%
1/16/2024 Raymond 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%
10/24/2023 Raymond James Financial Services Advisors Inc.19,083$476K0.0%-17.5%0.848%
10/24/2023 Raymond James & Associates164,894$4.12M0.0%-0.5%7.329%
10/23/2023Commonwealth Equity Services LLC424,886$10.60M0.0%-1.7%18.884%
10/13/2023 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%
8/10/2023Commonwealth 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%
8/8/2023Prospera 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%
7/25/2023 Raymond James Financial Services Advisors Inc.23,144$611K0.0%-7.0%1.029%
7/25/2023 Raymond James & Associates165,649$4.37M0.0%-4.1%7.362%
5/11/2023Commonwealth Equity Services LLC560,043$14.31M0.0%+0.5%24.350%
5/5/2023 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%
4/14/2023 Raymond James Financial Services Advisors Inc.24,874$636K0.0%-4.2%1.015%
4/14/2023 Raymond 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%
2/8/2023 Raymond 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%
2/7/2023 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%
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11/15/2022 Flow 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%
11/14/2022 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%
10/27/2022Prospera Financial Services Inc62,023$1.49M0.1%-1.6%2.067%
10/27/2022 CWM LLC818,594$19.61M0.2%+20.0%27.286%
10/25/2022 Raymond James & Associates202,536$4.85M0.0%-3.1%6.751%
10/25/2022 Raymond 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%
8/8/2022Prospera 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%
7/26/2022 FinTrust Capital Advisors LLC1,670$43K0.0%N/A0.051%
7/19/2022Commonwealth 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%
5/11/2022 Raymond 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%
5/4/2022Prospera Financial Services Inc66,489$1.91M0.1%+10.8%1.583%
5/4/2022Commonwealth 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%
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%
2/8/2022 Raymond 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%
2/8/2022 Raymond 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%
1/31/2022Commonwealth Equity Services LLC545,528$17.33M0.0%+3.1%12.398%
1/27/2022 Private Advisory Group LLC27,316$868K0.2%-47.9%0.621%
1/27/2022 Janney Montgomery Scott LLC19,239$611K0.0%-2.1%0.437%
1/21/2022 Kestra Private Wealth Services LLC16,904$537K0.0%N/A0.384%
1/21/2022Harvest Group Wealth Management LLC54,047$1.72M1.0%-10.8%1.228%
11/17/2021Strategic Wealth Advisors Group LLC25,722$708K0.0%-3.8%0.598%
11/16/2021 United Capital Financial Advisers LLC44,085$1.21M0.0%-17.3%1.025%
11/16/2021 LPL Financial LLC181,382$5.00M0.0%-1.6%4.218%
11/16/2021 MML Investors Services LLC19,003$523K0.0%+2.2%0.442%
11/15/2021 Royal Bank of Canada122,450$3.37M0.0%+5.9%2.848%
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11/15/2021 Morgan Stanley501,566$13.82M0.0%-9.6%11.664%
11/12/2021Prospera Financial Services Inc59,844$1.65M0.1%-8.3%1.392%
11/5/2021 Truist Financial Corp12,538$345K0.0%N/A0.285%
11/5/2021 Advisor Group Holdings Inc.6,692$184K0.0%+7.2%0.152%
11/3/2021Harvest Group Wealth Management LLC60,595$1.67M1.0%-5.6%1.362%
11/2/2021 Raymond James Financial Services Advisors Inc.88,419$2.44M0.0%+147.7%1.987%
11/2/2021 Raymond James & Associates282,903$7.79M0.0%+3.4%6.357%
11/2/2021 Cambridge Investment Research Advisors Inc.53,407$1.47M0.0%-0.9%1.200%
10/29/2021 Janney Montgomery Scott LLC19,656$541K0.0%-2.1%0.442%
10/29/2021Commonwealth Equity Services LLC529,369$14.58M0.0%-5.8%11.896%
(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, 21 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Low Volatility ETF. The most heavily invested institutionals were CWM LLC ($11.55M), Commonwealth Equity Services LLC ($6.58M), Raymond James & Associates ($4.16M), Baird Financial Group Inc. ($2.19M), Prospera Financial Services Inc ($1.63M), Private Advisory Group LLC ($1.33M), and Silver Oak Securities Incorporated ($1.24M).Learn more on DVOL's institutional investors.

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

Of the 11 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 ($465.43K), Private Advisory Group LLC ($50.18K), Silver Oak Securities Incorporated ($36.12K), Flow Traders U.S. LLC ($26.50K), Commonwealth Equity Services LLC ($16.68K), Kestra Private Wealth Services LLC ($14.46K), 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 634,421 shares in the last 24 months. This purchase volume represents approximately $22.16M in transactions.

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

Of the 18 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 ($959.56K), Commonwealth Equity Services LLC ($147.51K), Private Advisory Group LLC ($72.71K), Raymond James Financial Services Advisors Inc. ($66.56K), Raymond James & Associates ($56.86K), Affinity Wealth Management LLC ($33.16K), and Harvest Group Wealth Management LLC ($20.83K).

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

Institutional investors have sold a total of 1,416,927 shares in the last 24 months. This volume of shares sold represents approximately $61.96M in transactions.


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This page (NASDAQ:DVOL) was last updated on 5/20/2024 by MarketBeat.com Staff

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