FIRST TRUST DW MOMTM & LOW (DVOL) Institutional Shareholders
FIRST TRUST DW MOMTM & LOW (DVOL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $56.60M in DVOL holdings during the latest filing period.
Csenge Advisory Group is currently the largest disclosed institutional shareholder of DVOL tracked by InsiderSet, reporting ownership valued at approximately $30.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.08M, representing an estimated loss of -2.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed DVOL value among the investors covered in this analysis. Major shareholders include Csenge Advisory Group, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST DW MOMTM & LOW (DVOL).
This page ranks the largest institutional DVOL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$56.60M
Largest Holder
Csenge Advisory Group
Largest Position
$30.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Csenge Advisory Group | 1.26% | 846,862 | $30,948,473 | $30,080,115 | -$868,358 | -2.81% | |
| Raymond James Financial Inc | 0.00% | 147,776 | $5,400,459 | $5,248,930 | -$151,529 | -2.81% | |
| Lpl Financial Llc | 0.00% | 86,626 | $3,165,744 | $3,076,912 | -$88,832 | -2.81% | |
| Cwm, Llc | 0.00% | 49,186 | $1,700,478 | $1,747,062 | +$46,584 | +2.74% | |
| Goldman Sachs Group Inc | 0.00% | 39,279 | $1,435,447 | $1,395,170 | -$40,277 | -2.81% | |
| Nilsine Partners, Llc | 0.10% | 38,576 | $1,409,756 | $1,370,200 | -$39,556 | -2.81% | |
| Balefire, Llc | 0.23% | 38,328 | $1,400,693 | $1,361,391 | -$39,302 | -2.81% | |
| Morgan Stanley | 0.00% | 37,631 | $1,375,249 | $1,336,634 | -$38,615 | -2.81% | |
| Prospera Financial Services Inc | 0.02% | 28,660 | $1,047,431 | $1,017,989 | -$29,442 | -2.81% | |
| Sanctuary Advisors, Llc | 0.00% | 27,824 | $1,016,825 | $988,295 | -$28,530 | -2.81% | |
| Warner Group Llc | 0.19% | 21,010 | $767,800 | $746,265 | -$21,535 | -2.80% | |
| Royal Bank Of Canada | 0.00% | 17,942 | $656,000 | $637,291 | -$18,709 | -2.85% | |
| Cetera Investment Advisers | 0.00% | 17,218 | $629,248 | $611,575 | -$17,673 | -2.81% | |
| Sigma Planning Corp | 0.01% | 15,989 | $584,316 | $567,921 | -$16,395 | -2.81% | |
| Susquehanna International Group, Llp | 0.00% | 14,061 | $513,858 | $499,440 | -$14,418 | -2.81% | |
| Farther Finance Advisors, Llc | 0.00% | 13,821 | $505,087 | $490,915 | -$14,172 | -2.81% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,985 | $401,446 | $390,182 | -$11,264 | -2.81% | |
| Fifth Third Bancorp | 0.00% | 9,895 | $361,612 | $351,465 | -$10,147 | -2.81% | |
| Mtm Investment Management, Llc | 0.10% | 9,820 | $358,871 | $348,801 | -$10,070 | -2.81% | |
| Allworth Financial Lp | 0.00% | 9,218 | $336,871 | $327,419 | -$9,452 | -2.81% | |
| Park Square Financial Group, Llc | 3.03% | 9,196 | $336,070 | $326,637 | -$9,433 | -2.81% | |
| Envestnet Asset Management Inc | 0.00% | 7,534 | $275,340 | $267,604 | -$7,736 | -2.81% | |
| Two Sigma Investments, Lp | 0.00% | 7,388 | $269,994 | $262,418 | -$7,576 | -2.81% | |
| Koshinski Asset Management, Inc. | 0.01% | 7,200 | $263,123 | $255,740 | -$7,383 | -2.81% | |
| Bank Of America Corp | 0.00% | 7,093 | $259,207 | $251,940 | -$7,267 | -2.80% | |
| Private Trust Co Na | 0.02% | 6,578 | $240,392 | $233,647 | -$6,745 | -2.81% | |
| Mutual Advisors, Llc | 0.00% | 6,563 | $239,844 | $233,114 | -$6,730 | -2.81% | |
| Private Advisory Group Llc | 0.01% | 5,796 | $211,810 | $205,871 | -$5,939 | -2.80% | |
| Weaver Consulting Group | 0.04% | 5,738 | $209,695 | $203,811 | -$5,884 | -2.81% | |
| Osaic Holdings, Inc. | 0.00% | 3,568 | $130,411 | $126,734 | -$3,677 | -2.82% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,613 | $58,947 | $57,293 | -$1,654 | -2.81% | |
| Arax Advisory Partners | 0.00% | 698 | $25,505 | $24,793 | -$712 | -2.79% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 488 | $17,834 | $17,334 | -$500 | -2.81% | |
| Fmr Llc | 0.00% | 370 | $13,506 | $13,142 | -$364 | -2.69% | |
| Hilton Head Capital Partners, Llc | 0.00% | 251 | $9,173 | $8,915 | -$258 | -2.81% | |
| Lloyd Advisory Services, Llc. | 0.00% | 176 | $6,432 | $6,251 | -$181 | -2.81% | |
| Jpmorgan Chase & Co | 0.00% | 173 | $6,313 | $6,145 | -$168 | -2.66% | |
| Spire Wealth Management | 0.00% | 150 | $5,482 | $5,328 | -$154 | -2.81% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,345 | $634 | $616,086 | +$615,452 | +97074.40% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $17 | — | — | — |
Frequently asked questions about DVOL
Who are the largest institutional holders of DVOL?
The largest institutional holders of DVOL reported in the latest SEC Form 13F filings include Csenge Advisory Group, Raymond James Financial Inc, Lpl Financial Llc, Cwm, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported DVOL position.
What is DVOL institutional ownership?
This page tracks DVOL positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DW MOMTM & LOW (DVOL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DVOL?
InsiderSet currently tracks 40 institutional managers reporting DVOL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DVOL shareholders.
How much DVOL stock do institutions own?
Institutional investment managers disclosed approximately $56.60M in DVOL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DVOL institutional ownership last updated?
The latest DVOL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DVOL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DVOL position after the reporting date.
Are institutions buying or selling DVOL?
Institutional buying and selling can be analyzed by comparing DVOL positions across consecutive 13F reporting periods. InsiderSet's DVOL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DVOL ownership changes.
How has DVOL institutional ownership changed over time?
InsiderSet tracks DVOL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.