First Trust DW Momtm & LOW (DVOL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Csenge Advisory Group

INCREASED

Shares907,235 from 846,862

Change+60,373 (+7%)

Value$31.8M (+$873.4K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares86,504 from 86,626

Change-122 (0%)

Value$3.0M (-$131.6K)

Filed 2026-11-06

Nilsine Partners, LLC

INCREASED

Shares38,978 from 38,576

Change+402 (+1%)

Value$1.4M (-$42.6K)

Filed 2026-11-02

Balefire, LLC

DECREASED

Shares32,372 from 38,328

Change-5,956 (-16%)

Value$1.1M (-$265.2K)

Filed 2026-10-09

Prospera Financial Services Inc

DECREASED

Shares28,508 from 28,660

Change-152 (-1%)

Value$1.0M (-$11.4K)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares18,657 from 17,345

Change+1,312 (+8%)

Value$654.0K (+$20.0K)

Filed 2026-11-02

Sigma Planning Corp

DECREASED

Shares15,920 from 15,989

Change-69 (0%)

Value$558.4K (-$25.9K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares13,022 from 13,821

Change-799 (-6%)

Value$456.8K (-$48.3K)

Filed 2026-10-08

Fifth Third Bancorp

UNCHANGED

Shares9,895 from 9,895

Change0 (0%)

Value$347.1K (-$14.5K)

Filed 2026-11-05

Allworth Financial LP

UNCHANGED

Shares9,218 from 9,218

Change0 (0%)

Value$336.9K ($0)

Filed 2026-11-06

Concurrent Investment Advisors, LLC

DECREASED

Shares7,701 from 10,985

Change-3,284 (-30%)

Value$270.1K (-$131.3K)

Filed 2026-10-16

Koshinski Asset Management, Inc.

UNCHANGED

Shares7,200 from 7,200

Change0 (0%)

Value$252.5K (-$10.6K)

Filed 2026-10-29

Private Trust Co NA

UNCHANGED

Shares6,578 from 6,578

Change0 (0%)

Value$230.7K (-$9.7K)

Filed 2026-10-20

MTM Investment Management, LLC

DECREASED

Shares6,260 from 9,820

Change-3,560 (-36%)

Value$219.6K (-$139.3K)

Filed 2026-10-30

Weaver Consulting Group

UNCHANGED

Shares5,738 from 5,738

Change0 (0%)

Value$201.3K (-$8.4K)

Filed 2026-10-07

Hilton Head Capital Partners, LLC

UNCHANGED

Shares251 from 251

Change0 (0%)

Value$8.8K (-$369)

Filed 2026-10-23

Spire Wealth Management

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$5.3K (-$221)

Filed 2026-10-30

Creative Financial Designs Inc

NEW

Shares63

Change+63

Value$2.2K

Filed 2026-11-04

Private Advisory Group LLC

CLOSED

Shares0 from 5,796

Change-5,796 (-100%)

Value$0 (-$211.8K)

Filed 2026-11-06

Lloyd Advisory Services, Llc.

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$6.4K)

Filed 2026-11-02

Raymond James Financial Inc

N/A

Shares— from 147,776

Change-147,776 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 39,279

Change-39,279 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 37,631

Change-37,631 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 27,824

Change-27,824 (-100%)

Value—

Warner Group LLC

N/A

Shares— from 21,010

Change-21,010 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,942

Change-17,942 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 17,218

Change-17,218 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,061

Change-14,061 (-100%)

Value—

Park Square Financial Group, LLC

N/A

Shares— from 9,196

Change-9,196 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,656

Change-7,656 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,534

Change-7,534 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 7,388

Change-7,388 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 7,093

Change-7,093 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 6,563

Change-6,563 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,568

Change-3,568 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,613

Change-1,613 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 698

Change-698 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 488

Change-488 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 450

Change-450 (-100%)

Value—

FMR LLC

N/A

Shares— from 370

Change-370 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 173

Change-173 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Csenge Advisory Group	INCREASED	907,235	846,862	+60,373	+7%	$30.9M	$31.8M	+$873.4K	2026-11-04
LPL Financial LLC	DECREASED	86,504	86,626	-122	0%	$3.2M	$3.0M	-$131.6K	2026-11-06
Nilsine Partners, LLC	INCREASED	38,978	38,576	+402	+1%	$1.4M	$1.4M	-$42.6K	2026-11-02
Balefire, LLC	DECREASED	32,372	38,328	-5,956	-16%	$1.4M	$1.1M	-$265.2K	2026-10-09
Prospera Financial Services Inc	DECREASED	28,508	28,660	-152	-1%	$1.0M	$1.0M	-$11.4K	2026-11-04
Cambridge Investment Research Advisors, Inc.	INCREASED	18,657	17,345	+1,312	+8%	$634.0K	$654.0K	+$20.0K	2026-11-02
Sigma Planning Corp	DECREASED	15,920	15,989	-69	0%	$584.3K	$558.4K	-$25.9K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	13,022	13,821	-799	-6%	$505.1K	$456.8K	-$48.3K	2026-10-08
Fifth Third Bancorp	UNCHANGED	9,895	9,895	0	0%	$361.6K	$347.1K	-$14.5K	2026-11-05
Allworth Financial LP	UNCHANGED	9,218	9,218	0	0%	$336.9K	$336.9K	$0	2026-11-06
Concurrent Investment Advisors, LLC	DECREASED	7,701	10,985	-3,284	-30%	$401.4K	$270.1K	-$131.3K	2026-10-16
Koshinski Asset Management, Inc.	UNCHANGED	7,200	7,200	0	0%	$263.1K	$252.5K	-$10.6K	2026-10-29
Private Trust Co NA	UNCHANGED	6,578	6,578	0	0%	$240.4K	$230.7K	-$9.7K	2026-10-20
MTM Investment Management, LLC	DECREASED	6,260	9,820	-3,560	-36%	$358.9K	$219.6K	-$139.3K	2026-10-30
Weaver Consulting Group	UNCHANGED	5,738	5,738	0	0%	$209.7K	$201.3K	-$8.4K	2026-10-07
Hilton Head Capital Partners, LLC	UNCHANGED	251	251	0	0%	$9.2K	$8.8K	-$369	2026-10-23
Spire Wealth Management	UNCHANGED	150	150	0	0%	$5.5K	$5.3K	-$221	2026-10-30
Creative Financial Designs Inc	NEW	63	—	+63	—	—	$2.2K	—	2026-11-04
Private Advisory Group LLC	CLOSED	0	5,796	-5,796	-100%	$211.8K	$0	-$211.8K	2026-11-06
Lloyd Advisory Services, Llc.	CLOSED	0	176	-176	-100%	$6.4K	$0	-$6.4K	2026-11-02
Raymond James Financial Inc	N/A	—	147,776	-147,776	-100%	$5.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	39,279	-39,279	-100%	$1.4M	—	—	—
Morgan Stanley	N/A	—	37,631	-37,631	-100%	$1.4M	—	—	—
Sanctuary Advisors, LLC	N/A	—	27,824	-27,824	-100%	$1.0M	—	—	—
Warner Group LLC	N/A	—	21,010	-21,010	-100%	$767.8K	—	—	—
Royal Bank of Canada	N/A	—	17,942	-17,942	-100%	$656.0K	—	—	—
Cetera Investment Advisers	N/A	—	17,218	-17,218	-100%	$629.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,061	-14,061	-100%	$513.9K	—	—	—
Park Square Financial Group, LLC	N/A	—	9,196	-9,196	-100%	$336.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,656	-7,656	-100%	$279.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,534	-7,534	-100%	$275.3K	—	—	—
Two Sigma Investments, LP	N/A	—	7,388	-7,388	-100%	$270.0K	—	—	—
Bank of America Corp	N/A	—	7,093	-7,093	-100%	$259.2K	—	—	—
Mutual Advisors, LLC	N/A	—	6,563	-6,563	-100%	$239.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,568	-3,568	-100%	$130.4K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,613	-1,613	-100%	$58.9K	—	—	—
Arax Advisory Partners	N/A	—	698	-698	-100%	$25.5K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	488	-488	-100%	$17.8K	—	—	—
BFC Planning, Inc.	N/A	—	450	-450	-100%	$16.4K	—	—	—
FMR LLC	N/A	—	370	-370	-100%	$13.5K	—	—	—
JPMorgan Chase & Co	N/A	—	173	-173	-100%	$6.3K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$17	—	—	—

Showing 42 of 42 institutions