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First Trust Dorsey Wright Momentum & Low Volatility ETF

41 hedge funds and large institutions have $75.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $55.5M → $75.8M (+$20.4M)

11% more funds holding

Funds holding: 3741 (+4)

10.39% more ownership

Funds ownership: 73.48%83.86% (+10%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Csenge Advisory Group
Florida
$19.3M +$18.9M +543,200 New
Morgan Stanley
2
Morgan Stanley
New York
$7.26M -$4.05M -116,316 -36%
Raymond James Financial
3
Raymond James Financial
Florida
$7.22M +$784K +22,519 +12%
VWS
4
Virtus Wealth Solutions
New Jersey
$7.05M -$187K -5,371 -3%
BIG
5
Brookwood Investment Group
Arizona
$4.97M +$2.49M +71,414 +104%
LPL Financial
6
LPL Financial
California
$4.76M -$202K -5,805 -4%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$193K +5,550 +5%
FFA
8
Farther Finance Advisors
California
$2.71M -$16.7K -480 -0.6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.66M -$15.8K -455 -0.6%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.73M +$937K +26,900 +123%
NP
11
Nilsine Partners
Colorado
$1.43M +$49.2K +1,412 +4%
PAG
12
Private Advisory Group
Washington
$1.43M +$293K +8,422 +26%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.41M +$153K +4,385 +12%
SA
14
Sanctuary Advisors
Indiana
$1.18M +$18.7K +537 +2%
PFS
15
Prospera Financial Services
Texas
$912K -$17.2K -495 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$729K -$48.4K -1,390 -6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$635K +$2.23K +64 +0.4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$561K +$330K +9,484 +150%
VAG
19
VisionPoint Advisory Group
Texas
$542K +$532K +15,283 New
SPC
20
Sigma Planning Corp
Michigan
$536K +$50.5K +1,450 +11%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$508K +$64.7K +1,858 +15%
PSFG
22
Park Square Financial Group
Georgia
$469K +$460K +13,224 New
MIM
23
MTM Investment Management
South Carolina
$373K -$5.68K -163 -2%
Comerica Bank
24
Comerica Bank
Texas
$351K -$77.7K -2,232 -18%
WG
25
Warner Group
Connecticut
$346K +$340K +9,751 New

DVOL Hedge Fund Activity: Q3 2025 in Review

41 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q3 2025, worth a combined $75.8M — up 37% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DVOL positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $18.9M. The largest seller was Morgan Stanley, cutting an estimated $4.05M.

  • 41 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $75.8M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 7 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q3 2025 and 3 closed out, a net change of +4 holders.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q3 2025 was Csenge Advisory Group, an estimated $18.9M added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q3 2025 was Morgan Stanley, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2025.