FIRST TR EXCHANGE-TRADED FD (DVOL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
39
Reporting holders
$55.2M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Csenge Advisory Group | $30.9M | 846,862 | 1.26% | 4q | +24.4%+$6.1M |
| RAYMOND JAMES FINANCIAL INC | $5.4M | 147,776 | 0.00% | 7q | +1.0%+$51.5K |
| LPL Financial LLC | $3.2M | 86,626 | 0.00% | 27q | -1.4%-$43.4K |
| GOLDMAN SACHS GROUP INC | $1.4M | 39,279 | 0.00% | 2q | -45.4%-$1.2M |
| Nilsine Partners, LLC | $1.4M | 38,576 | 0.10% | 5q | +2.9%+$39.5K |
| Balefire, LLC | $1.4M | 38,328 | 0.23% | 4q | +15.6%+$189.5K |
| MORGAN STANLEY | $1.4M | 37,631 | 0.00% | 27q | -10.7%-$164.2K |
| Prospera Financial Services Inc | $1.0M | 28,660 | 0.02% | 24q | HELD |
| Sanctuary Advisors, LLC | $1.0M | 27,824 | 0.00% | 5q | HELD |
| Warner Group LLC | $767.8K | 21,010 | 0.19% | 4q | +67.8%+$310.3K |
| ROYAL BANK OF CANADA | $656.0K | 17,942 | 0.00% | 31q | +302.7%+$493.1K |
| Cetera Investment Advisers | $629.2K | 17,218 | 0.00% | 10q | -13.3%-$96.2K |
| Sigma Planning Corp | $584.3K | 15,989 | 0.01% | 10q | +6.0%+$33.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $513.9K | 14,061 | 0.00% | 3q | -45.3%-$425.7K |
| Farther Finance Advisors, LLC | $505.1K | 13,821 | 0.00% | 7q | -2.7%-$13.9K |
| Concurrent Investment Advisors, LLC | $401.4K | 10,985 | 0.00% | 9q | HELD |
| FIFTH THIRD BANCORP | $361.6K | 9,895 | 0.00% | 2q | HELD |
| MTM Investment Management, LLC | $358.9K | 9,820 | 0.10% | 23q | -6.7%-$25.9K |
| Allworth Financial LP | $336.9K | 9,218 | 0.00% | 12q | HELD |
| Park Square Financial Group, LLC | $336.1K | 9,196 | 3.03% | 2q | +5.4%+$17.2K |
| Global Retirement Partners, LLC | $279.8K | 7,656 | 0.00% | 5q | +10.5%+$26.6K |
| ENVESTNET ASSET MANAGEMENT INC | $275.3K | 7,534 | 0.00% | 4q | +5.6%+$14.7K |
| TWO SIGMA INVESTMENTS, LP | $270.0K | 7,388 | 0.00% | 2q | -41.4%-$190.8K |
| Koshinski Asset Management, Inc. | $263.1K | 7,200 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $259.2K | 7,093 | 0.00% | 31q | +3.8%+$9.5K |
| PRIVATE TRUST CO NA | $240.4K | 6,578 | 0.02% | 7q | HELD |
| Mutual Advisors, LLC | $239.8K | 6,563 | 0.00% | 5q | HELD |
| Private Advisory Group LLC | $211.8K | 5,796 | 0.01% | 26q | -84.6%-$1.2M |
| Weaver Consulting Group | $209.7K | 5,738 | 0.04% | new | NEW |
| OSAIC HOLDINGS, INC. | $130.4K | 3,568 | 0.00% | 26q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $58.9K | 1,613 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $25.5K | 698 | 0.00% | new | NEW |
| Measured Wealth Private Client Group, LLC | $17.8K | 488 | 0.00% | 4q | HELD |
| FMR LLC | $13.5K | 370 | 0.00% | 25q | -16.3%-$2.6K |
| Hilton Head Capital Partners, LLC | $9.2K | 251 | 0.00% | 3q | HELD |
| Lloyd Advisory Services, LLC. | $6.4K | 176 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $6.3K | 173 | 0.00% | 2q | -99.2%-$795.7K |
| Spire Wealth Management | $5.5K | 150 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 34,690 | 0.00% | 6q | +99.9% |
| WELLS FARGO & COMPANY/MN | $17 | 0 | 0.00% | 21q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 39 | $55.2M | 1,509,750 | 4 | 11 | 11 | 0.0% |
| Q1 2026 | 38 | $53.2M | 1,536,830 | 6 | 7 | 16 | 0.0% |
| Q4 2025 | 37 | $57.5M | 1,640,994 | 3 | 11 | 11 | 0.0% |
| Q3 2025 | 38 | $69.3M | 1,954,469 | 6 | 8 | 12 | 0.0% |
| Q2 2025 | 34 | $50.6M | 1,440,206 | 8 | 10 | 7 | 0.0% |
| Q1 2025 | 26 | $35.7M | 1,005,636 | 1 | 8 | 9 | 0.0% |
| Q4 2024 | 27 | $31.7M | 935,571 | 4 | 8 | 5 | 0.0% |
| Q3 2024 | 22 | $19.5M | 588,687 | 2 | 5 | 8 | 0.0% |
| Q2 2024 | 25 | $16.7M | 552,479 | 3 | 4 | 11 | 0.0% |
| Q1 2024 | 22 | $24.7M | 806,712 | 4 | 5 | 7 | 0.0% |
| Q4 2023 | 23 | $19.2M | 703,510 | 5 | 2 | 11 | 0.0% |
| Q3 2023 | 22 | $16.7M | 668,659 | 2 | 5 | 10 | 0.0% |
| Q2 2023 | 22 | $19.3M | 731,518 | 0 | 3 | 14 | 0.0% |
| Q1 2023 | 28 | $22.7M | 889,429 | 1 | 5 | 11 | 0.0% |
| Q4 2022 | 29 | $26.4M | 1,002,997 | 4 | 9 | 10 | 0.0% |
| Q3 2022 | 32 | $59.0M | 2,461,655 | 0 | 5 | 19 | 0.0% |
| Q2 2022 | 39 | $66.5M | 2,641,932 | 6 | 7 | 17 | 0.0% |
| Q1 2022 | 37 | $86.2M | 3,006,993 | 3 | 7 | 14 | 0.0% |
| Q4 2021 | 36 | $112.4M | 3,546,556 | 3 | 11 | 14 | 0.0% |
| Q3 2021 | 37 | $72.3M | 2,626,156 | 5 | 10 | 14 | 0.0% |
| Q2 2021 | 36 | $101.8M | 3,681,602 | 6 | 11 | 9 | 0.0% |
| Q1 2021 | 32 | $89.6M | 3,508,880 | 2 | 5 | 17 | 0.0% |
| Q4 2020 | 36 | $103.6M | 4,112,234 | 3 | 10 | 13 | 0.0% |
| Q3 2020 | 34 | $99.0M | 4,193,561 | 8 | 9 | 11 | 0.0% |
| Q2 2020 | 32 | $85.8M | 3,870,208 | 9 | 7 | 13 | 0.0% |
| Q1 2020 | 26 | $85.4M | 4,245,290 | 4 | 9 | 6 | 0.0% |
| Q4 2019 | 31 | $108.5M | 4,652,935 | 11 | 11 | 6 | 0.0% |
| Q3 2019 | 22 | $131.8M | 5,584,007 | 8 | 8 | 4 | 0.0% |
| Q2 2019 | 15 | $71.1M | 3,039,726 | 6 | 4 | 1 | 0.0% |
| Q1 2019 | 10 | $50.2M | 2,123,990 | 4 | 3 | 1 | 0.0% |
| Q4 2018 | 6 | $16.5M | 919,953 | 0 | 0 | 1 | 0.0% |