FIRST TRUST DW MOMTM & LOW (DVOL) Institutional Ownership Changes & 13F Activity
FIRST TRUST DW MOMTM & LOW (DVOL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Csenge Advisory Group, Baird Financial Group, Inc., Cwm, Llc, Goldman Sachs Group Inc, and Private Advisory Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +401 | +5.6% | 7,534 | $275.34K | Q2 2026 | Sep 23, 2026 |
| Goldman Sachs Group Inc | Sell | -32,722 | -45.4% | 39,279 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +13,487 | +302.7% | 17,942 | $656.00K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -11,649 | -45.3% | 14,061 | $513.86K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -5,221 | -41.4% | 7,388 | $269.99K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,410 | +1.0% | 147,776 | $5.40M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +261 | +3.8% | 7,093 | $259.21K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9 | +0.3% | 3,568 | $130.41K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -4,494 | -10.7% | 37,631 | $1.38M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -72 | -16.3% | 370 | $13.51K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -2,633 | -13.3% | 17,218 | $629.25K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +173 | — | 173 | $6.31K | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | Buy | +166,295 | +24.4% | 846,862 | $30.95M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +698 | — | 698 | $25.50K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -1,187 | -1.4% | 86,626 | $3.17M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +907 | +6.0% | 15,989 | $584.32K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +176 | — | 176 | $6.43K | Q2 2026 | Aug 07, 2026 |
| Private Advisory Group Llc | Sell | -31,892 | -84.6% | 5,796 | $211.81K | Q2 2026 | Aug 06, 2026 |
| Mtm Investment Management, Llc | Sell | -710 | -6.7% | 9,820 | $358.87K | Q2 2026 | Aug 03, 2026 |
| Park Square Financial Group, Llc | Buy | +472 | +5.4% | 9,196 | $336.07K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -7 | -0.0% | 17,345 | $634.00 | Q2 2026 | Jul 30, 2026 |
| Weaver Consulting Group | Buy | +5,738 | — | 5,738 | $209.69K | Q2 2026 | Jul 29, 2026 |
| Warner Group Llc | Buy | +8,492 | +67.8% | 21,010 | $767.80K | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | Buy | +7,200 | — | 7,200 | $263.12K | Q2 2026 | Jul 27, 2026 |
| Nilsine Partners, Llc | Buy | +1,082 | +2.9% | 38,576 | $1.41M | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, Llc | Sell | -379 | -2.7% | 13,821 | $505.09K | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | Sell | -123 | -0.4% | 28,660 | $1.05M | Q2 2026 | Jul 15, 2026 |
| Balefire, Llc | Buy | +5,186 | +15.6% | 38,328 | $1.40M | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | Sell | -75,875 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -49,186 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
Frequently asked questions about DVOL activity
Which institutional owners are buying DVOL?
Institutional owners buying DVOL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DVOL activity?
"Buy" means an investor increased their reported position in DVOL compared to the prior reporting period. This reflects growing exposure to FIRST TRUST DW MOMTM & LOW (DVOL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DVOL increasing?
Institutional interest in DVOL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.