DVOL Institutional Ownership
First Trust Dorsey Wright Momentum & Low Volatility ETF
1W: -0.0%
1M: -2.0%
3M: -4.0%
YTD: +0.7%
1Y: +1.2%
3Y: +45.0%
5Y: +29.0%
$35.52
+0.29 (+0.83%)
Weekly Expected Move ±1.3%
$35
$35
$36
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DVOL
43
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
56M
Total Invested
5
New Positions
11
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Csenge Advisory Group | 846,862 | $30M | +166,295 | +24.4% | 4Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 147,776 | $5M | +1,410 | +1.0% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 86,626 | $3M | -1,187 | -1.4% | 27Q | SEC ↗ |
| 4 | CWM, LLC | 49,186 | $2M | -68,274 | -58.1% | 18Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 39,279 | $1M | -32,722 | -45.4% | 2Q | SEC ↗ |
| 6 | Nilsine Partners, LLC | 38,576 | $1M | +1,082 | +2.9% | 5Q | SEC ↗ |
| 7 | Balefire, LLC | 38,328 | $1M | +5,186 | +15.6% | 4Q | SEC ↗ |
| 8 | MORGAN STANLEY | 37,631 | $1M | -4,494 | -10.7% | 27Q | SEC ↗ |
| 9 | Prospera Financial Services Inc | 28,660 | $1M | -123 | -0.4% | 24Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 27,824 | $988K | — | +0.0% | 5Q | SEC ↗ |
| 11 | Warner Group LLC | 21,010 | $746K | +8,492 | +67.8% | 4Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 17,942 | $637K | +13,487 | +302.7% | 31Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 17,345 | $616K | -7 | -0.0% | 6Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 17,218 | $612K | -2,633 | -13.3% | 10Q | SEC ↗ |
| 15 | Sigma Planning Corp | 15,989 | $568K | +907 | +6.0% | 10Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,061 | $499K | -11,649 | -45.3% | 3Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC | 13,821 | $491K | -379 | -2.7% | 7Q | SEC ↗ |
| 18 | Concurrent Investment Advisors, LLC | 10,985 | $390K | — | +0.0% | 9Q | SEC ↗ |
| 19 | FIFTH THIRD BANCORP | 9,895 | $351K | — | +0.0% | 2Q | SEC ↗ |
| 20 | MTM Investment Management, LLC | 9,820 | $349K | -710 | -6.7% | 23Q | SEC ↗ |
| 21 | Allworth Financial LP | 9,218 | $327K | — | +0.0% | 12Q | SEC ↗ |
| 22 | Park Square Financial Group, LLC | 9,196 | $327K | +472 | +5.4% | 2Q | SEC ↗ |
| 23 | Global Retirement Partners, LLC NEW | 7,656 | $272K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 7,534 | $268K | +401 | +5.6% | 4Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 7,388 | $262K | -5,221 | -41.4% | 2Q | SEC ↗ |
| 26 | Koshinski Asset Management, Inc. NEW | 7,200 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 7,093 | $252K | +261 | +3.8% | 15Q | SEC ↗ |
| 28 | PRIVATE TRUST CO NA | 6,578 | $234K | — | +0.0% | 7Q | SEC ↗ |
| 29 | Mutual Advisors, LLC | 6,563 | $233K | — | +0.0% | 5Q | SEC ↗ |
| 30 | Private Advisory Group LLC | 5,796 | $206K | -31,892 | -84.6% | 26Q | SEC ↗ |
| 31 | Weaver Consulting Group NEW | 5,738 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 3,568 | $127K | +9 | +0.3% | 26Q | SEC ↗ |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,613 | $57K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Arax Advisory Partners NEW | 698 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Measured Wealth Private Client Group, | 488 | $17K | — | +0.0% | 4Q | SEC ↗ |
| 36 | FMR LLC | 370 | $13K | -72 | -16.3% | 25Q | SEC ↗ |
| 37 | Hilton Head Capital Partners, LLC | 251 | $9K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Lloyd Advisory Services, LLC. NEW | 176 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 173 | $6K | -21,805 | -99.2% | 2Q | SEC ↗ |
| 40 | Spire Wealth Management | 150 | $5K | — | +0.0% | 8Q | SEC ↗ |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -38,106 | -100.0% | 4Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 0 | $0K | -22,953 | -100.0% | 16Q | SEC ↗ |
| 43 | UBS Group AG | 0 | $0K | -589 | -100.0% | 2Q | SEC ↗ |
| 44 | Wealthcare Advisory Partners LLC | 0 | $0K | -14,436 | -100.0% | 3Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 21Q | SEC ↗ |
| 46 | FLOW TRADERS U.S. LLC | 0 | $0K | -25,496 | -100.0% | 1Q | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 0 | $0K | -75,875 | -100.0% | 7Q | SEC ↗ |
| 48 | Independent Advisor Alliance | 0 | $0K | -8,013 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 7,656 | $272K |
| Koshinski Asset Management, Inc. | 7,200 | $256K |
| Weaver Consulting Group | 5,738 | $204K |
| Arax Advisory Partners | 698 | $25K |
| Lloyd Advisory Services, LLC. | 176 | $6K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baird Financial Group, Inc. | 75,875 | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,106 | $1M |
| FLOW TRADERS U.S. LLC | 25,496 | $906K |
| CITADEL ADVISORS LLC | 22,953 | $815K |
| Wealthcare Advisory Partners LLC | 14,436 | $513K |
| Independent Advisor Alliance | 8,013 | $285K |
| UBS Group AG | 589 | $21K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Csenge Advisory Group | +166,295 | +24.4% | 846,862 |
| ROYAL BANK OF CANADA | +13,487 | +302.7% | 17,942 |
| Warner Group LLC | +8,492 | +67.8% | 21,010 |
| Balefire, LLC | +5,186 | +15.6% | 38,328 |
| RAYMOND JAMES FINANCIAL INC | +1,410 | +1.0% | 147,776 |
| Nilsine Partners, LLC | +1,082 | +2.9% | 38,576 |
| Sigma Planning Corp | +907 | +6.0% | 15,989 |
| Park Square Financial Group, LLC | +472 | +5.4% | 9,196 |
| ENVESTNET ASSET MANAGEMENT INC | +401 | +5.6% | 7,534 |
| BANK OF AMERICA CORP /DE | +261 | +3.8% | 7,093 |
| OSAIC HOLDINGS, INC. | +9 | +0.3% | 3,568 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | -68,274 | -58.1% | 49,186 |
| GOLDMAN SACHS GROUP INC | -32,722 | -45.4% | 39,279 |
| Private Advisory Group LLC | -31,892 | -84.6% | 5,796 |
| JPMORGAN CHASE & CO | -21,805 | -99.2% | 173 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -11,649 | -45.3% | 14,061 |
| TWO SIGMA INVESTMENTS, LP | -5,221 | -41.4% | 7,388 |
| MORGAN STANLEY | -4,494 | -10.7% | 37,631 |
| Cetera Investment Advisers | -2,633 | -13.3% | 17,218 |
| LPL Financial LLC | -1,187 | -1.4% | 86,626 |
| MTM Investment Management, LLC | -710 | -6.7% | 9,820 |
| Farther Finance Advisors, LLC | -379 | -2.7% | 13,821 |
| Prospera Financial Services Inc | -123 | -0.4% | 28,660 |
| FMR LLC | -72 | -16.3% | 370 |
| Cambridge Investment Research Advis | -7 | -0.0% | 17,345 |