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First Trust Dorsey Wright Momentum & Low Volatility ETF

29 hedge funds and large institutions have $43.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

14% more capital invested

Capital invested by funds: $38.3M → $43.7M (+$5.36M)

5.95% more ownership

Funds ownership: 68.52%74.48% (+6%)

4% more funds holding

Funds holding: 2829 (+1)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.46M -$109K -3,095 -1%
VWS
2
Virtus Wealth Solutions
New Jersey
$7.27M -$72K -2,052 -1%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.54M -$389K -11,078 -6%
Raymond James Financial
4
Raymond James Financial
Florida
$5.47M +$214K +6,085 +4%
FFA
5
Farther Finance Advisors
California
$2.67M +$2.6M +73,975 +7,217%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.64M -$19.3K -549 -0.7%
LPL Financial
7
LPL Financial
California
$1.97M +$545K +15,541 +39%
PAG
8
Private Advisory Group
Washington
$1.35M +$31.7K +903 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.19M +$1.17M +33,389 New
PFS
10
Prospera Financial Services
Texas
$838K +$90K +2,564 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$833K -$651K -18,542 -44%
Osaic Holdings
12
Osaic Holdings
Arizona
$441K +$19.3K +549 +5%
Comerica Bank
13
Comerica Bank
Texas
$435K -$2.42K -69 -0.6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$406K +$24.5K +697 +6%
MIM
15
MTM Investment Management
South Carolina
$381K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$358K -$66K -1,880 -16%
UBS Group
17
UBS Group
Switzerland
$321K -$44.8K -1,275 -12%
AF
18
Allworth Financial
California
$317K
SPC
19
Sigma Planning Corp
Michigan
$313K +$34.8K +992 +13%
CIA
20
Concurrent Investment Advisors
Florida
$290K
WCG
21
Weaver Consulting Group
California
$271K
PTC
22
Private Trust Company
Ohio
$234K
ASN
23
Advisory Services Network
Georgia
$217K +$214K +6,105 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$208K +$205K +5,847 New
Bank of America
25
Bank of America
North Carolina
$178K -$39.1K -1,115 -18%

DVOL Hedge Fund Activity: Q1 2025 in Review

29 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q1 2025, worth a combined $43.7M — up 14% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DVOL positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Farther Finance Advisors, adding an estimated $2.6M. The largest seller was Citadel Advisors, cutting an estimated $651K.

  • 29 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $43.7M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 3 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q1 2025 was Farther Finance Advisors, an estimated $2.6M added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q1 2025 was Citadel Advisors, an estimated $651K sold.

Based on aggregated 13F filings for Q1 2025.