First Trust DW Momtm & LowDVOLETF
13F holders, Q2 2024 (June 30)27holders +3
3new positions
1sold out
1famous investor
$30.27avg. 13F price*
At the end of Q2 2024, 27 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Cwm, LLC ($7.8M), Commonwealth Equity Services, LLC ($6.3M) and Morgan Stanley ($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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $322K |
| Exits | 1 | $23K |
All 13F filers, Q1 2024 → Q2 2024: 39,747 shares bought and 69,863 shares sold, net −30,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Cwm, LLC | 0.04% | Reduce -11.2% | 256,917 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.9% | 206,860 | $6.3M |
| Morgan Stanley | 0.00% | Add +1.9% | 139,452 | $4.2M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 137,172 | $4.2M |
| Private Advisory Group LLC | 0.19% | Add +3.8% | 48,706 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +108.2% | 45,994 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -13.7% | 44,931 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.4% | 21,243 | $643K |
| Citadel Advisors | 0.00% | Reduce -46.3% | 16,614 | $503K |
| Comerica Bank | 0.00% | Reduce -5.6% | 12,300 | $372K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 12,231 | $370K |
| MTM Investment Management, LLC | 0.13% | No change | 10,693 | $324K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $285K |
| Sanctuary Advisors, LLC | 0.00% | — | 8,758 | $259K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 7,953 | $241K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 7,873 | $238K |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 7,623 | $231K |
| Weaver Consulting Group | 0.08% | Reduce -1.9% | 7,619 | $231K |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 5,757 | $174K |
| Royal Bank of Canada | 0.00% | Reduce -26.7% | 5,036 | $153K |
| BlackRock Inc. | 0.00% | New | 1,968 | $60K |
| International Assets Investment Management, LLC | 0.00% | New | 800 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.8% | 217 | $7K |
| UBS Group AG | 0.00% | Add +87.3% | 148 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 100 | $3K |
| FMR LLC | 0.00% | No change | 72 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $37 |
"% 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.