First Trust DW Momtm & LowDVOLETF
13F holders, Q3 2024 (September 30)22holders −5
2new positions
5sold out
1famous investor
$33.15avg. 13F price*
At the end of Q3 2024, 22 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, down 5 from Q2 2024. 2 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($7.0M), Morgan Stanley ($4.6M) and Raymond James & Associates ($4.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.5M |
| Exits | 5 | $6.6M |
All 13F filers, Q2 2024 → Q3 2024: 97,766 shares bought and 311,451 shares sold, net −213,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Cwm, LLC | 0.03% | Reduce -17.5% | 211,916 | $7.0M |
| Morgan Stanley | 0.00% | Add +0.5% | 140,101 | $4.6M |
| Raymond James & Associates | 0.00% | Add +2.1% | 140,022 | $4.6M |
| Baird Financial Group, Inc. | 0.00% | New | 75,069 | $2.5M |
| Private Advisory Group LLC | 0.19% | Reduce -6.9% | 45,349 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 36,551 | $1.2M |
| Citadel Advisors | 0.00% | Add +93.9% | 32,221 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -9.0% | 19,333 | $641K |
| Osaic Holdings, Inc. | 0.00% | Add +14.0% | 13,945 | $462K |
| Comerica Bank | 0.00% | No change | 12,300 | $408K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.8% | 11,584 | $384K |
| MTM Investment Management, LLC | 0.14% | No change | 10,693 | $357K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $306K |
| Cetera Investment Advisers | 0.00% | Add +15.0% | 8,766 | $291K |
| Sigma Planning Corp | 0.01% | No change | 7,953 | $264K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.8% | 7,806 | $259K |
| Weaver Consulting Group | 0.08% | No change | 7,619 | $253K |
| Bank of America Corp. | 0.00% | Add +8.0% | 6,216 | $206K |
| Royal Bank of Canada | 0.00% | Reduce -32.7% | 3,387 | $112K |
| Spire Wealth Management | 0.00% | New | 275 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.6% | 207 | $7K |
| FMR LLC | 0.00% | No change | 72 | $2K |
"% 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.