Who Owns First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)?Hedge Fund & Institutional Holders

$34.90+0.00 (+0.01%)Financial ServicesNASDAQ

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$1.9866000500000025e+162T

% of Float Held

QoQ Change in Holders

+13 / -4

Price History

$31.86$33.25$34.64$36.02$37.41Aug 24Jun 25Mar 26

DVOL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Csenge Advisory GroupNew Position+567K+$19.9B
ROYAL BANK OF CANADAIncreased+68K+$2.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+33K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+38K+$1.0B
MTM Investment Management, LLCNew Position+11K+$368.0M
Balefire, LLCIncreased+7K+$239.1M
PRIVATE TRUST CO NANew Position+7K+$230.0M
Mutual Advisors, LLCNew Position+7K+$229.0M
Spire Wealth ManagementNew Position+150+$5.0M
CWM, LLCNew Position+117K+$4.1M
Sanctuary Advisors, LLCNew Position+62K+$2.2M
UBS Group AGNew Position+38+$1.0M
Concurrent Investment Advisors, LLCNew Position+11K+$384K
Hilton Head Capital Partners, LLCNew Position+251+$8K
ENVESTNET ASSET MANAGEMENT INCNew Position+6K+$0

DVOL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Virtus Wealth Solutions LLCClosed Position-199K-$7.1B
LPL Financial LLCDecreased-27K-$4.8B
RAYMOND JAMES FINANCIAL INCDecreased-52K-$2.2B
TWO SIGMA INVESTMENTS, LPClosed Position-49K-$1.7B
Baird Financial Group, Inc.Decreased-261-$663.3M
Cetera Investment AdvisersDecreased-170-$634.5M
Park Square Financial Group, LLCClosed Position-13K-$468.9M
OSAIC HOLDINGS, INC.Decreased-684-$212.1M
Farther Finance Advisors, LLCDecreased-3K-$140.8M
Weaver Consulting GroupDecreased-2K-$69.1M
Nilsine Partners, LLCDecreased-1K-$68.9M
Advisory Services Network, LLCClosed Position-1K-$39.2M
Private Advisory Group LLCDecreased-80-$20.0M
MORGAN STANLEYDecreased-10K-$1.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Csenge Advisory Group567,061$19.9B0.90%Share
2RAYMOND JAMES FINANCIAL INC147,746$5.0B0.00%Share
3Farther Finance Advisors, LLC73,494$2.6B0.03%Share
4ROYAL BANK OF CANADA68,216$2.0B0.00%Share
5Baird Financial Group, Inc.74,856$2.0B0.00%Share
6Private Advisory Group LLC40,309$1.4B0.11%Share
7Nilsine Partners, LLC38,978$1.4B0.12%Share
8COMMONWEALTH EQUITY SERVICES, LLC38,106$1.0B0.00%Share
9SUSQUEHANNA INTERNATIONAL GROUP, LLP32,824$1.0B0.00%Share
10Balefire, LLC22,302$781.0M0.15%Share
11Sigma Planning Corp15,202$532.0M0.01%Share
12Wealthcare Advisory Partners LLC14,436$505.0M0.01%Share
13MTM Investment Management, LLC10,530$368.0M0.12%Share
14COMERICA BANK9,895$346.0M0.00%Share
15PRIVATE TRUST CO NA6,578$230.0M0.02%Share
16Mutual Advisors, LLC6,563$229.0M0.00%Share
17Weaver Consulting Group5,738$201.0M0.05%Share
18Measured Wealth Private Client Group, LLC488$17.0M0.00%Share
19MORGAN STANLEY195,209$6.0M0.00%Share
20Spire Wealth Management150$5.0M0.00%Share
21CWM, LLC117,460$4.1M0.01%Share
22LPL Financial LLC107,316$3.0M0.00%Share
23Sanctuary Advisors, LLC32,692$1.1M0.01%Share
24Sanctuary Advisors, LLC29,634$1.0M0.01%Share
25UBS Group AG38$1.0M0.00%Share
26Warner Group LLC14,550$509K0.31%Share
27Allworth Financial LP9,218$322K0.00%Share
28Concurrent Investment Advisors, LLC7,551$264K0.00%Share
29Concurrent Investment Advisors, LLC3,434$120K0.00%Share
30Hilton Head Capital Partners, LLC251$8K0.00%Share
31WELLS FARGO & COMPANY/MN1$00.00%Share
32OSAIC HOLDINGS, INC.5,347$00.00%Share
33CITADEL ADVISORS LLC22,953$00.00%Share
34Global Retirement Partners, LLC6,929$00.00%Share
35Prospera Financial Services Inc26,478$00.00%Share
36FLOW TRADERS U.S. LLC25,496$00.00%Share
37Cetera Investment Advisers17,726$00.00%Share
38MORGAN STANLEY7$00.00%Share
39RAYMOND JAMES FINANCIAL INC3,968$00.00%Share
40FMR LLC677$00.00%Share
41BANK OF AMERICA CORP /DE/6,819$00.00%Share
42O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,162$00.00%Share
43Cambridge Investment Research Advisors, Inc.17,452$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC6,254$00.00%Share

DVOL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$39.4B+12
Q3 202528$34.9B-6
Q2 202534$42.1B+5
Q1 202529$36.6B+2
Q4 202427$530.8B+7
Q3 202420$2.1T-3
Q2 202423$1.5T+6
Q1 202417$675.1T

Similar Stocks by Institutional Ownership

As of Q4 2025, 44 institutional investors hold DVOL (First Trust Dorsey Wright Momentum & Low Volatility ETF). The largest holder is Csenge Advisory Group with $19.9B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own DVOL?

As of Q4 2025, 44 institutional investors report holding DVOL (First Trust Dorsey Wright Momentum & Low Volatility ETF) in their 13F filings.

Who is the largest institutional holder of DVOL?

The largest institutional holder of DVOL is Csenge Advisory Group with $19.9B in shares.

Is institutional ownership of DVOL increasing or decreasing?

This quarter, 13 institutions opened new positions in DVOL and 4 closed their positions.