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First Trust Dorsey Wright Momentum & Low Volatility ETF

40 hedge funds and large institutions have $63.1M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

2% less funds holding

Funds holding: 4140 (-1)

5.54% less ownership

Funds ownership: 83.86%78.32% (-5.5%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

17% less capital invested

Capital invested by funds: $75.8M → $63.1M (-$12.7M)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Csenge Advisory Group
Florida
$19.9M +$833K +23,861 +4%
Morgan Stanley
2
Morgan Stanley
New York
$6.84M -$335K -9,589 -5%
Raymond James Financial
3
Raymond James Financial
Florida
$5.32M -$1.82M -52,027 -26%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$4.12M -$388K -11,129 -9%
LPL Financial
5
LPL Financial
California
$3.76M -$938K -26,857 -20%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.62M -$9.11K -261 -0.3%
FFA
7
Farther Finance Advisors
California
$2.57M -$107K -3,074 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.39M +$2.38M +68,197 +358,932%
PAG
9
Private Advisory Group
Washington
$1.41M -$2.79K -80 -0.2%
NP
10
Nilsine Partners
Colorado
$1.37M -$51.1K -1,464 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.34M -$54.2K -1,554 -4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +32,824 New
SA
13
Sanctuary Advisors
Indiana
$1.04M -$125K -3,595 -11%
PFS
14
Prospera Financial Services
Texas
$928K +$26.3K +753 +3%
FTUS
15
Flow Traders U.S.
New York
$893K +$890K +25,496 New
Citadel Advisors
16
Citadel Advisors
Florida
$804K +$83.7K +2,397 +12%
VAG
17
VisionPoint Advisory Group
Texas
$781K +$245K +7,019 +46%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$621K -$5.93K -170 -0.9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$611K +$57.1K +1,635 +10%
SPC
20
Sigma Planning Corp
Michigan
$533K +$2.51K +72 +0.5%
WG
21
Warner Group
Connecticut
$510K +$168K +4,799 +49%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$506K +$4.12K +118 +0.8%
CIA
23
Concurrent Investment Advisors
Florida
$385K +$120K +3,434 +45%
MIM
24
MTM Investment Management
South Carolina
$369K
Comerica Bank
25
Comerica Bank
Texas
$347K

DVOL Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) for Q4 2025, worth a combined $63.1M — down 17% from $75.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DVOL and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.38M. The largest seller was Virtus Wealth Solutions, exiting entirely with an estimated $7.05M sold.

  • 40 institutional investors held First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) as of Q4 2025, down from 41 in Q3 2025.
  • Funds reported $63.1M of First Trust Dorsey Wright Momentum & Low Volatility ETF stock for Q4 2025, down 17% quarter-over-quarter.
  • 5 funds opened new First Trust Dorsey Wright Momentum & Low Volatility ETF positions in Q4 2025 and 6 closed out, a net change of -1 holder.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $2.38M added.
  • The largest First Trust Dorsey Wright Momentum & Low Volatility ETF seller in Q4 2025 was Virtus Wealth Solutions, an estimated $7.05M sold.

Based on aggregated 13F filings for Q4 2025.