First Trust DW Momtm & LowDVOLETF
13F holders, Q3 2025 (September 30)41holders +4
6new positions
3sold out
1famous investor
$35.45avg. 13F price*
At the end of Q3 2025, 41 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 3 sold out. The largest holders were Csenge Advisory Group ($19.3M), Morgan Stanley ($7.3M) and Raymond James Financial Inc. ($7.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $20.5M |
| Exits | 3 | $910K |
All 13F filers, Q2 2025 → Q3 2025: 732,992 shares bought and 184,001 shares sold, net +548,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Csenge Advisory Group | 0.92% | New | 543,200 | $19.3M |
| Morgan Stanley | 0.00% | Reduce -36.2% | 204,805 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +12.4% | 203,741 | $7.2M |
| Virtus Wealth Solutions LLC | 1.36% | Reduce -2.6% | 198,964 | $7.1M |
| Brookwood Investment Group LLC | 0.64% | Add +103.9% | 140,142 | $5.0M |
| LPL Financial LLC | 0.00% | Reduce -4.2% | 134,173 | $4.8M |
| Cwm, LLC | 0.01% | Add +4.5% | 128,589 | $4.6M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.6% | 76,568 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 75,117 | $2.7M |
| Two Sigma Investments, LP | 0.00% | Add +123.4% | 48,700 | $1.7M |
| Nilsine Partners, LLC | 0.13% | Add +3.6% | 40,442 | $1.4M |
| Private Advisory Group LLC | 0.12% | Add +26.4% | 40,389 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.4% | 39,660 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 33,229 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.9% | 25,725 | $912K |
| Citadel Advisors | 0.00% | Reduce -6.3% | 20,556 | $729K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 17,896 | $635K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +149.8% | 15,817 | $561K |
| Balefire, LLC | 0.11% | New | 15,283 | $542K |
| Sigma Planning Corp | 0.02% | Add +10.6% | 15,130 | $536K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +14.9% | 14,318 | $508K |
| Park Square Financial Group, LLC | 2.02% | New | 13,224 | $469K |
| MTM Investment Management, LLC | 0.12% | Reduce -1.5% | 10,530 | $373K |
| Comerica Bank | 0.00% | Reduce -18.4% | 9,895 | $351K |
| Warner Group LLC | 0.24% | — | 9,751 | $346K |
| Allworth Financial LP | 0.00% | Reduce -0.0% | 9,218 | $327K |
| Weaver Consulting Group | 0.07% | No change | 7,619 | $270K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.3% | 7,551 | $268K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 6,910 | $245K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $233K |
| Mutual Advisors, LLC | 0.01% | No change | 6,563 | $229K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 6,031 | $212K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,663 | $201K |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 4,114 | $146K |
| Advisory Services Network, LLC | 0.00% | New | 1,105 | $39K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 488 | $17K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 484 | $17K |
| Spire Wealth Management | 0.00% | No change | 275 | $10K |
| FMR LLC | 0.00% | No change | 72 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -99.9% | 19 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $39 |
"% 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.