Who owns First Trust Dorsey Wright Momentum & Low Volatility ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DVOL from SEC Form 13F filings across 40 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 40 institutions disclosed 1.5M shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $55.2M — about 80.8% of shares outstanding; the largest disclosed holder is Csenge Advisory Group. Source: SEC Form 13F filings, parsed by EvidInvest.
40
13F holders
$55.2M
value, 2026 filers
80.8%
of shares outstanding (1.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DVOL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Csenge Advisory Group | 846,862 | $30.9M | 1.3% | 44.8% | +24.4% |
| 2 | RAYMOND JAMES FINANCIAL INC | 147,776 | $5.4M | 0.0% | 7.8% | +1.0% |
| 3 | LPL Financial LLC | 86,626 | $3.2M | 0.0% | 4.6% | -1.4% |
| 4 | GOLDMAN SACHS GROUP INC | 39,279 | $1.4M | 0.0% | 2.1% | -45.4% |
| 5 | Nilsine Partners, LLC | 38,576 | $1.4M | 0.1% | 2% | +2.9% |
| 6 | Balefire, LLC | 38,328 | $1.4M | 0.2% | 2% | +15.6% |
| 7 | MORGAN STANLEY | 37,631 | $1.4M | 0.0% | 2% | -10.7% |
| 8 | Prospera Financial Services Inc | 28,660 | $1.0M | 0.0% | 1.5% | -0.4% |
| 9 | Sanctuary Advisors, LLC | 27,824 | $1.0M | 0.0% | 1.5% | 0.0% |
| 10 | Warner Group LLC | 21,010 | $767,800 | 0.2% | 1.1% | +67.8% |
| 11 | ROYAL BANK OF CANADA | 17,942 | $656,000 | 0.0% | 0.9% | +302.7% |
| 12 | Cambridge Investment Research Advisors, Inc. | 17,345 | $634 | 0.0% | 0.9% | 0.0% |
| 13 | Cetera Investment Advisers | 17,218 | $629,248 | 0.0% | 0.9% | -13.3% |
| 14 | Sigma Planning Corp | 15,989 | $584,316 | 0.0% | 0.8% | +6.0% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,061 | $513,858 | 0.0% | 0.7% | -45.3% |
| 16 | Farther Finance Advisors, LLC | 13,821 | $505,087 | 0.0% | 0.7% | -2.7% |
| 17 | Concurrent Investment Advisors, LLC | 10,985 | $401,446 | 0.0% | 0.6% | 0.0% |
| 18 | FIFTH THIRD BANCORP | 9,895 | $361,612 | 0.0% | 0.5% | 0.0% |
| 19 | MTM Investment Management, LLC | 9,820 | $358,871 | 0.1% | 0.5% | -6.7% |
| 20 | Allworth Financial LP | 9,218 | $336,871 | 0.0% | 0.5% | 0.0% |
| 21 | Park Square Financial Group, LLC | 9,196 | $336,070 | 3.0% | 0.5% | +5.4% |
| 22 | Global Retirement Partners, LLCNEW | 7,656 | $279,788 | 0.0% | 0.4% | new |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 7,534 | $275,340 | 0.0% | 0.4% | +5.6% |
| 24 | TWO SIGMA INVESTMENTS, LP | 7,388 | $269,994 | 0.0% | 0.4% | -41.4% |
| 25 | Koshinski Asset Management, Inc.NEW | 7,200 | $263,123 | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.