First Trust DW Momtm & LowDVOLETF
13F holders, Q4 2024 (December 31)28holders +6
4new positions
0sold out
1famous investor
$33.89avg. 13F price*
At the end of Q4 2024, 28 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 6 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($8.2M), Virtus Wealth Solutions LLC ($7.0M) and Cwm, LLC ($6.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $840K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 143,280 shares bought and 27,625 shares sold, net +115,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Morgan Stanley | 0.00% | Add +72.1% | 241,062 | $8.2M |
| Virtus Wealth Solutions LLC | 1.65% | — | 206,526 | $7.0M |
| Cwm, LLC | 0.03% | Reduce -7.9% | 195,083 | $6.6M |
| Raymond James Financial Inc. | 0.00% | — | 147,892 | $5.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 74,805 | $2.5M |
| Citadel Advisors | 0.00% | Add +30.3% | 41,988 | $1.4M |
| LPL Financial LLC | 0.00% | Add +9.2% | 39,922 | $1.4M |
| Private Advisory Group LLC | 0.14% | Reduce -18.1% | 37,138 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +8.6% | 20,999 | $712K |
| Comerica Bank | 0.00% | No change | 12,300 | $417K |
| Susquehanna International Group, LLP | 0.00% | Add +3.2% | 11,956 | $405K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 11,864 | $402K |
| Cetera Investment Advisers | 0.00% | Add +22.4% | 10,726 | $363K |
| MTM Investment Management, LLC | 0.14% | No change | 10,693 | $362K |
| UBS Group AG | 0.00% | New | 10,314 | $349K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.5% | 8,155 | $276K |
| Sigma Planning Corp | 0.01% | Reduce -1.8% | 7,813 | $265K |
| Weaver Consulting Group | 0.08% | No change | 7,619 | $258K |
| Global Retirement Partners, LLC | 0.01% | New | 6,870 | $233K |
| Private Trust Co. NA | 0.02% | New | 6,578 | $223K |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 6,127 | $208K |
| Royal Bank of Canada | 0.00% | Add +1.4% | 3,433 | $117K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,025 | $35K |
| Spire Wealth Management | 0.00% | No change | 275 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -3.4% | 200 | $7K |
| FMR LLC | 0.00% | No change | 72 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $31 |
"% 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.