First Trust DW Momtm & LowDVOLETF
13F holders, Q1 2024 (March 31)24holders
1famous investor
$30.56avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings. The largest holders were Cwm, LLC ($8.8M), Commonwealth Equity Services, LLC ($6.6M) and Raymond James & Associates ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust DW Momtm & Low
- CUSIP
- 33741L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 6 | $1.9M |
Ownership 24 holders
| Cwm, LLC | 0.04% | Reduce -31.6% | 289,294 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 215,252 | $6.6M |
| Raymond James & Associates | 0.00% | Reduce -9.4% | 137,874 | $4.2M |
| Morgan Stanley | 0.00% | Add +0.8% | 136,822 | $4.2M |
| LPL Financial LLC | 0.00% | Add +23.4% | 52,040 | $1.6M |
| Private Advisory Group LLC | 0.20% | Add +4.2% | 46,933 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -3.9% | 30,960 | $946K |
| Susquehanna International Group, LLP | 0.00% | New | 22,092 | $675K |
| Prospera Financial Services Inc | 0.02% | Reduce -3.8% | 21,539 | $658K |
| Comerica Bank | 0.00% | No change | 13,024 | $398K |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 11,499 | $351K |
| MTM Investment Management, LLC | 0.13% | No change | 10,693 | $327K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $282K |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 8,411 | $257K |
| Cetera Investment Advisers | 0.00% | New | 8,123 | $248K |
| Sigma Planning Corp | 0.01% | New | 7,975 | $244K |
| Weaver Consulting Group | 0.09% | Reduce -8.2% | 7,769 | $237K |
| Royal Bank of Canada | 0.00% | Reduce -62.9% | 6,873 | $210K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 750 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +8.9% | 221 | $7K |
| Register Financial Advisors LLC | 0.00% | New | 100 | $3K |
| UBS Group AG | 0.00% | Reduce -83.6% | 79 | $2K |
| FMR LLC | 0.00% | No change | 72 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% 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.