First Trust DW Momtm & LowDVOLETF
13F holders, Q2 2026 (June 30)39holders +1
4new positions
3sold out
$36.55avg. 13F price*
At the end of Q2 2026, 39 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 1 from Q1 2026. 4 opened new positions and 3 sold out. The largest holders were Csenge Advisory Group ($30.9M), Raymond James Financial Inc. ($5.4M) and LPL Financial LLC ($3.2M).
- Company
- First Trust DW Momtm & Low
- CUSIP
- 33741L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $505K |
| Exits | 3 | $2.9M |
All 13F filers, Q1 2026 → Q2 2026: 211,814 shares bought and 197,371 shares sold, net +14,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Csenge Advisory Group | 1.26% | Add +24.4% | 846,862 | $30.9M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 147,776 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 86,626 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.5% | 39,279 | $1.4M |
| Nilsine Partners, LLC | 0.10% | Add +2.9% | 38,576 | $1.4M |
| Balefire, LLC | 0.23% | Add +15.7% | 38,328 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -10.7% | 37,631 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.4% | 28,660 | $1.0M |
| Sanctuary Advisors, LLC | 0.00% | No change | 27,824 | $1.0M |
| Warner Group LLC | 0.19% | Add +67.8% | 21,010 | $768K |
| Royal Bank of Canada | 0.00% | Add +302.7% | 17,942 | $656K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 17,345 | $634K |
| Cetera Investment Advisers | 0.00% | Reduce -13.3% | 17,218 | $629K |
| Sigma Planning Corp | 0.01% | Add +6.0% | 15,989 | $584K |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.3% | 14,061 | $514K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.7% | 13,821 | $505K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,985 | $401K |
| Fifth Third Bancorp | 0.00% | No change | 9,895 | $362K |
| MTM Investment Management, LLC | 0.10% | Reduce -6.7% | 9,820 | $359K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $337K |
| Park Square Financial Group, LLC | 3.03% | Add +5.4% | 9,196 | $336K |
| Global Retirement Partners, LLC | 0.00% | — | 7,656 | $280K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 7,534 | $275K |
| Two Sigma Investments, LP | 0.00% | Reduce -41.4% | 7,388 | $270K |
| Koshinski Asset Management, Inc. | 0.01% | New | 7,200 | $263K |
| Bank of America Corp. | 0.00% | Add +3.8% | 7,093 | $259K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $240K |
| Mutual Advisors, LLC | 0.00% | No change | 6,563 | $240K |
| Private Advisory Group LLC | 0.01% | Reduce -84.6% | 5,796 | $212K |
| Weaver Consulting Group | 0.04% | New | 5,738 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 3,568 | $130K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,613 | $59K |
| Arax Advisory Partners | 0.00% | New | 698 | $26K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 488 | $18K |
| FMR LLC | 0.00% | Reduce -16.3% | 370 | $14K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 251 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 176 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.2% | 173 | $6K |
| Spire Wealth Management | 0.00% | No change | 150 | $5K |
"% of holder's portfolio" is DVOL's weight in each manager's 13F, not the share of First Trust DW Momtm & Low the manager owns.