First Trust DW Momtm & LowDVOLETF
13F holders, Q2 2025 (June 30)37holders +8
8new positions
1sold out
1famous investor
$35.11avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 8 from Q1 2025. 8 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($11.3M), Virtus Wealth Solutions LLC ($7.2M) and Raymond James Financial Inc. ($6.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.4M |
| Exits | 1 | $217K |
All 13F filers, Q1 2025 → Q2 2025: 431,512 shares bought and 87,495 shares sold, net +344,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Morgan Stanley | 0.00% | Add +34.9% | 321,121 | $11.3M |
| Virtus Wealth Solutions LLC | 1.48% | Reduce -0.1% | 204,335 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +17.7% | 181,222 | $6.4M |
| LPL Financial LLC | 0.00% | Add +152.4% | 139,978 | $4.9M |
| Cwm, LLC | 0.02% | Reduce -33.1% | 123,039 | $4.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +2.7% | 77,048 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +1.8% | 75,572 | $2.7M |
| Brookwood Investment Group LLC | 0.39% | New | 68,728 | $2.4M |
| Nilsine Partners, LLC | 0.14% | New | 39,030 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.7% | 35,275 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 32,692 | $1.1M |
| Private Advisory Group LLC | 0.10% | Reduce -16.0% | 31,967 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +11.3% | 26,220 | $921K |
| Royal Bank of Canada | 0.00% | Add +1345.2% | 25,060 | $880K |
| Citadel Advisors | 0.00% | Reduce -6.4% | 21,946 | $770K |
| Susquehanna International Group, LLP | 0.00% | Add +116.8% | 21,845 | $767K |
| Two Sigma Investments, LP | 0.00% | New | 21,800 | $765K |
| Cetera Investment Advisers | 0.00% | Add +56.1% | 17,832 | $626K |
| Sigma Planning Corp | 0.01% | Add +55.4% | 13,680 | $480K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 12,460 | $437K |
| Comerica Bank | 0.00% | Reduce -0.8% | 12,127 | $426K |
| MTM Investment Management, LLC | 0.13% | No change | 10,693 | $375K |
| Allworth Financial LP | 0.00% | Add +0.0% | 9,219 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.3% | 7,806 | $274K |
| Weaver Consulting Group | 0.07% | No change | 7,619 | $267K |
| Global Retirement Partners, LLC | 0.01% | — | 6,899 | $242K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $231K |
| Mutual Advisors, LLC | 0.01% | New | 6,563 | $228K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.3% | 6,333 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.6% | 6,008 | $211K |
| Bank of America Corp. | 0.00% | Reduce -16.2% | 4,198 | $147K |
| UBS Group AG | 0.00% | Reduce -55.8% | 4,000 | $140K |
| Ameritas Advisory Services, LLC | 0.00% | New | 484 | $17K |
| Spire Wealth Management | 0.00% | No change | 275 | $10K |
| FMR LLC | 0.00% | No change | 72 | $3K |
| US Bancorp \de | 0.00% | New | 68 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% 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.