First Trust DW Momtm & LowDVOLETF
13F holders, Q1 2025 (March 31)29holders +1
3new positions
1sold out
1famous investor
$35.54avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($8.5M), Virtus Wealth Solutions LLC ($7.3M) and Cwm, LLC ($6.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 1 | $7K |
All 13F filers, Q4 2024 → Q1 2025: 146,647 shares bought and 41,554 shares sold, net +105,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Morgan Stanley | 0.00% | Reduce -1.3% | 237,967 | $8.5M |
| Virtus Wealth Solutions LLC | 2.21% | Reduce -1.0% | 204,474 | $7.3M |
| Cwm, LLC | 0.03% | Reduce -5.7% | 184,005 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.1% | 153,977 | $5.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +7217.1% | 75,000 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.7% | 74,256 | $2.6M |
| LPL Financial LLC | 0.00% | Add +38.9% | 55,463 | $2.0M |
| Private Advisory Group LLC | 0.15% | Add +2.4% | 38,041 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | New | 33,389 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +12.2% | 23,563 | $838K |
| Citadel Advisors | 0.00% | Reduce -44.2% | 23,446 | $833K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 12,413 | $441K |
| Comerica Bank | 0.00% | Reduce -0.6% | 12,231 | $435K |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 11,423 | $406K |
| MTM Investment Management, LLC | 0.15% | No change | 10,693 | $381K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.7% | 10,076 | $358K |
| UBS Group AG | 0.00% | Reduce -12.4% | 9,039 | $321K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $317K |
| Sigma Planning Corp | 0.01% | Add +12.7% | 8,805 | $313K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 8,155 | $290K |
| Weaver Consulting Group | 0.08% | No change | 7,619 | $271K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $234K |
| Advisory Services Network, LLC | 0.00% | New | 6,105 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,847 | $208K |
| Bank of America Corp. | 0.00% | Reduce -18.2% | 5,012 | $178K |
| Royal Bank of Canada | 0.00% | Reduce -49.5% | 1,734 | $62K |
| Spire Wealth Management | 0.00% | No change | 275 | $10K |
| FMR LLC | 0.00% | No change | 72 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $43 |
"% 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.