First Trust DW Momtm & LowDVOLETF
13F holders, Q1 2026 (March 31)38holders −2
6new positions
5sold out
$34.61avg. 13F price*
At the end of Q1 2026, 38 institutions reported holding First Trust DW Momtm & Low (DVOL) in their 13F filings, down 2 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were Csenge Advisory Group ($23.5M), Raymond James Financial Inc. ($5.1M) and LPL Financial LLC ($3.0M).
- Company
- First Trust DW Momtm & Low
- CUSIP
- 33741L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.6M |
| Exits | 5 | $3.7M |
All 13F filers, Q4 2025 → Q1 2026: 264,458 shares bought and 494,854 shares sold, net −230,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Csenge Advisory Group | 1.08% | Add +20.0% | 680,567 | $23.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.5% | 146,366 | $5.1M |
| LPL Financial LLC | 0.00% | Reduce -18.2% | 87,813 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 75,875 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 72,001 | $2.5M |
| Cwm, LLC | 0.00% | Reduce -58.1% | 49,186 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -78.4% | 42,125 | $1.5M |
| Nilsine Partners, LLC | 0.11% | Reduce -3.8% | 37,494 | $1.4M |
| Private Advisory Group LLC | 0.09% | Reduce -6.5% | 37,688 | $1.3M |
| Balefire, LLC | 0.22% | Add +48.6% | 33,142 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +8.7% | 28,783 | $995K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.1% | 27,824 | $962K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.7% | 25,710 | $889K |
| JPMorgan Chase & Co. | 0.00% | New | 21,978 | $741K |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 19,851 | $686K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 17,352 | $600K |
| Sigma Planning Corp | 0.01% | Reduce -0.8% | 15,082 | $521K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -80.7% | 14,200 | $496K |
| Two Sigma Investments, LP | 0.00% | New | 12,609 | $436K |
| Warner Group LLC | 0.28% | Reduce -14.0% | 12,518 | $433K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,985 | $380K |
| MTM Investment Management, LLC | 0.12% | No change | 10,530 | $364K |
| Fifth Third Bancorp | 0.00% | New | 9,895 | $342K |
| Allworth Financial LP | 0.00% | No change | 9,218 | $319K |
| Park Square Financial Group, LLC | 2.29% | New | 8,724 | $302K |
| Independent Advisor Alliance | 0.00% | New | 8,013 | $277K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 7,133 | $247K |
| Bank of America Corp. | 0.00% | Add +0.2% | 6,832 | $236K |
| Private Trust Co. NA | 0.02% | No change | 6,578 | $227K |
| Mutual Advisors, LLC | 0.00% | No change | 6,563 | $227K |
| Royal Bank of Canada | 0.00% | Reduce -93.5% | 4,455 | $154K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.4% | 3,559 | $123K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.0% | 1,613 | $56K |
| UBS Group AG | 0.00% | Add +1450.0% | 589 | $20K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 488 | $17K |
| FMR LLC | 0.00% | Reduce -34.7% | 442 | $15K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 251 | $9K |
| Spire Wealth Management | 0.00% | No change | 150 | $5K |
"% 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.