Who Owns DVOL?
First Trust Dorsey Wright Momentum & Low Volatility ETF — Institutional Ownership & 13F Holdings
$36.38
-0.18 (-0.48%)
Market Cap
$73.7M
Shares Outstanding
1,885,143
Institutional Holders
29
Total Inst. Value
$34.0M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
5
Closed Positions
3
Increased
8
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $8.5M | 237,967 |
| 2 | Virtus Wealth Solutions LLC | $7.3M | 204,474 |
| 3 | RAYMOND JAMES FINANCIAL INC | $5.5M | 153,977 |
| 4 | Farther Finance Advisors, LLC | $2.7M | 75,000 |
| 5 | Baird Financial Group, Inc. | $2.6M | 74,256 |
| 6 | Private Advisory Group LLC | $1.4M | 38,041 |
| 7 | Prospera Financial Services Inc | $838K | 23,563 |
| 8 | CITADEL ADVISORS LLC | $833K | 23,446 |
| 9 | OSAIC HOLDINGS, INC. | $441K | 12,413 |
| 10 | COMERICA BANK | $435K | 12,231 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +6K | $5.5M |
| Farther Finance Advisors, LLC | +74K | $2.7M |
| Private Advisory Group LLC | +903 | $1.4M |
| Prospera Financial Services Inc | +3K | $838K |
| OSAIC HOLDINGS, INC. | +6K | $441K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -19K | $833K |
| CWM, LLC | -11K | $7K |
| MORGAN STANLEY | -3K | $8.5M |
| Virtus Wealth Solutions LLC | -2K | $7.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -2K | $358K |
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Frequently Asked Questions
How many institutional investors hold DVOL?
As of Q1 2025, 29 institutional investors report holding DVOL (First Trust Dorsey Wright Momentum & Low Volatility ETF) in their 13F filings.
Which hedge fund owns the most DVOL?
The largest institutional holder of DVOL is MORGAN STANLEY with $8.5M in shares.
Are institutions buying or selling DVOL?
This quarter, 5 institutions opened new positions in DVOL and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.