FIRST TRUST DW MOMTM & LOW (DVOL) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $52.45M 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 $23.53M in its March 31, 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 $24.68M, representing an estimated gain of +4.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
38
Total Reported Value
$52.45M
Largest Holder
Csenge Advisory Group
Largest Position
$23.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Csenge Advisory Group | 1.08% | 680,567 | $23,528,835 | $24,675,590 | +$1,146,755 | +4.87% | |
| Raymond James Financial Inc | 0.00% | 146,366 | $5,060,224 | $5,306,851 | +$246,627 | +4.87% | |
| Lpl Financial Llc | 0.00% | 87,813 | $3,035,889 | $3,183,871 | +$147,982 | +4.87% | |
| Baird Financial Group, Inc. | 0.00% | 75,875 | $2,623,181 | $2,751,030 | +$127,849 | +4.87% | |
| Goldman Sachs Group Inc | 0.00% | 72,001 | $2,489,247 | $2,610,569 | +$121,322 | +4.87% | |
| Cwm, Llc | 0.00% | 49,186 | $1,700,478 | $1,783,356 | +$82,878 | +4.87% | |
| Morgan Stanley | 0.00% | 42,125 | $1,456,390 | $1,527,343 | +$70,953 | +4.87% | |
| Nilsine Partners, Llc | 0.11% | 37,494 | $1,365,678 | $1,359,435 | -$6,243 | -0.46% | |
| Private Advisory Group Llc | 0.09% | 37,688 | $1,302,973 | $1,366,469 | +$63,496 | +4.87% | |
| Balefire, Llc | 0.22% | 33,142 | $1,145,798 | $1,201,643 | +$55,845 | +4.87% | |
| Prospera Financial Services Inc | 0.02% | 28,783 | $995,145 | $1,043,597 | +$48,452 | +4.87% | |
| Sanctuary Advisors, Llc | 0.01% | 27,824 | $961,942 | $1,008,826 | +$46,884 | +4.87% | |
| Susquehanna International Group, Llp | 0.00% | 25,710 | $888,856 | $932,178 | +$43,322 | +4.87% | |
| Cetera Investment Advisers | 0.00% | 19,851 | $686,312 | $719,746 | +$33,434 | +4.87% | |
| Sigma Planning Corp | 0.01% | 15,082 | $521,421 | $546,834 | +$25,413 | +4.87% | |
| Farther Finance Advisors, Llc | 0.00% | 14,200 | $496,338 | $514,855 | +$18,517 | +3.73% | |
| Two Sigma Investments, Lp | 0.00% | 12,609 | $435,923 | $457,170 | +$21,247 | +4.87% | |
| Warner Group Llc | 0.28% | 12,518 | $432,765 | $453,870 | +$21,105 | +4.88% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,985 | $379,778 | $398,288 | +$18,510 | +4.87% | |
| Mtm Investment Management, Llc | 0.12% | 10,530 | $364,047 | $381,790 | +$17,743 | +4.87% | |
| Fifth Third Bancorp | 0.00% | 9,895 | $342,094 | $358,767 | +$16,673 | +4.87% | |
| Allworth Financial Lp | 0.00% | 9,218 | $318,689 | $334,221 | +$15,532 | +4.87% | |
| Park Square Financial Group, Llc | 2.29% | 8,724 | $301,604 | $316,310 | +$14,706 | +4.88% | |
| Independent Advisor Alliance | 0.00% | 8,013 | $277,030 | $290,531 | +$13,501 | +4.87% | |
| Envestnet Asset Management Inc | 0.00% | 7,133 | $246,613 | $258,624 | +$12,011 | +4.87% | |
| Bank Of America Corp | 0.00% | 6,832 | $236,196 | $247,711 | +$11,515 | +4.88% | |
| Private Trust Co Na | 0.02% | 6,578 | $227,417 | $238,501 | +$11,084 | +4.87% | |
| Mutual Advisors, Llc | 0.00% | 6,563 | $226,899 | $237,957 | +$11,058 | +4.87% | |
| Royal Bank Of Canada | 0.00% | 4,455 | $154,000 | $161,527 | +$7,527 | +4.89% | |
| Osaic Holdings, Inc. | 0.00% | 3,559 | $123,049 | $129,040 | +$5,991 | +4.87% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,613 | $55,765 | $58,483 | +$2,718 | +4.87% | |
| Ubs Group Ag | 0.00% | 589 | $20,363 | $21,356 | +$993 | +4.87% | |
| Measured Wealth Private Client Group, Llc | 0.00% | 488 | $16,871 | $17,694 | +$823 | +4.88% | |
| Fmr Llc | 0.00% | 442 | $15,266 | $16,026 | +$760 | +4.98% | |
| Hilton Head Capital Partners, Llc | 0.00% | 251 | $8,678 | $9,101 | +$423 | +4.87% | |
| Spire Wealth Management | 0.00% | 150 | $5,186 | $5,439 | +$253 | +4.87% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,352 | $600 | $629,138 | +$628,538 | +104756.40% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $12 | — | — | — |
Frequently asked questions about DVOL
Who owns the most DVOL stock?
The largest holders of DVOL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DW MOMTM & LOW (DVOL).
Is DVOL widely held by superinvestors?
Many widely followed stocks like DVOL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DVOL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.