First Trust DW Momtm & LowDVOLETF
13F holders, Q4 2025 (December 31)40holders −1
4new positions
6sold out
1famous investor
$35.03avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 6 sold out. The largest holders were Csenge Advisory Group ($19.9M), Morgan Stanley ($6.8M) and Raymond James Financial Inc. ($5.3M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.2M |
| Exits | 6 | $14.3M |
All 13F filers, Q3 2025 → Q4 2025: 177,725 shares bought and 515,109 shares sold, net −337,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Csenge Advisory Group | 0.90% | Add +4.4% | 567,061 | $19.9M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 195,216 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.5% | 151,714 | $5.3M |
| Cwm, LLC | 0.01% | Reduce -8.7% | 117,460 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -20.0% | 107,316 | $3.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 74,856 | $2.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.0% | 73,494 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +358931.6% | 68,216 | $2.4M |
| Private Advisory Group LLC | 0.11% | Reduce -0.2% | 40,309 | $1.4M |
| Nilsine Partners, LLC | 0.12% | Reduce -3.6% | 38,978 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 38,106 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 32,824 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -10.8% | 29,634 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +2.9% | 26,478 | $928K |
| Flow Traders U.S. LLC | 0.03% | New | 25,496 | $893K |
| Citadel Advisors | 0.00% | Add +11.7% | 22,953 | $804K |
| Balefire, LLC | 0.15% | Add +45.9% | 22,302 | $781K |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 17,726 | $621K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.3% | 17,452 | $611K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 15,202 | $533K |
| Warner Group LLC | 0.31% | Add +49.2% | 14,550 | $510K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 14,436 | $506K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +45.5% | 10,985 | $385K |
| MTM Investment Management, LLC | 0.12% | No change | 10,530 | $369K |
| Comerica Bank | 0.00% | No change | 9,895 | $347K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $323K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 6,929 | $243K |
| Bank of America Corp. | 0.00% | Add +65.8% | 6,819 | $239K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $230K |
| Mutual Advisors, LLC | 0.00% | No change | 6,563 | $230K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 6,254 | $219K |
| Weaver Consulting Group | 0.05% | Reduce -24.7% | 5,738 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 5,347 | $187K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,162 | $111K |
| FMR LLC | 0.00% | Add +840.3% | 677 | $24K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 488 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 251 | $9K |
| Spire Wealth Management | 0.00% | Reduce -45.5% | 150 | $5K |
| UBS Group AG | 0.00% | New | 38 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $46 |
"% 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.