13FBOX
FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF

DVOL
持有机构数
39
机构合计市值 (Q2 2026)
$5,580.8万
机构合计股数 (Q2 2026)
152.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+21.9万股
16 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.9万股
17 · 4 清仓 · ≈
⚖️ 净额
-19.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,580.8万
持有机构数
39
新买入
5
加仓
11
减仓
13
清仓
4
持股不变
10
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Csenge Advisory 集团Csenge Advisory Group
1.26%1.08%#2$3,094.8万84.7万股$2,352.9万68.1万股+16.6万股+24.43%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$540.0万14.8万股$506.0万14.6万股+1,410股+0.96%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#24$316.6万8.7万股$303.6万8.8万股-1,187股-1.35%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#32$143.5万3.9万股$248.9万7.2万股-3.3万股-45.45%减仓
Nilsine Partners, LLC
0.1%0.11%#6$141.0万3.9万股$136.6万3.7万股+1,082股+2.89%加仓
Balefire, LLC
0.23%0.22%#3$140.1万3.8万股$114.6万3.3万股+5,186股+15.65%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#34$137.5万3.8万股$726.1万20.5万股-16.7万股-81.63%减仓
繁荣金融服务Prospera Financial Services Inc
0.02%0.02%#9$104.7万2.9万股$99.5万2.9万股-123股-0.43%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#13$101.7万2.8万股$96.2万2.8万股00.00%持仓不变
Warner Group LLC
0.19%0.28%#4$76.8万2.1万股$43.3万1.3万股+8,492股+67.84%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#33$65.6万1.8万股$15.4万4,455股+1.3万股+302.74%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#21$63.4万1.7万股$60.0万1.7万股-7股-0.04%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#26$62.9万1.7万股$68.6万2.0万股-2,633股-13.26%减仓
Sigma Planning Corp
0.01%0.01%#10$58.4万1.6万股$52.1万1.5万股+907股+6.01%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#36$51.4万1.4万股$88.9万2.6万股-1.2万股-45.31%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#18$50.5万1.4万股$49.6万1.4万股-379股-2.67%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#19$40.1万1.1万股$38.0万1.1万股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#25$36.2万9,895股$34.2万9,895股00.00%持仓不变
MTM Investment Management, LLC
0.1%0.12%#5$35.9万9,820股$36.4万1.1万股-710股-6.74%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#23$33.7万9,218股$31.9万9,218股00.00%持仓不变
Park Square Financial Group, LLC
3.03%2.29%#1$33.6万9,196股$30.2万8,724股+472股+5.41%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#17$28.0万7,656股$00股+7,656股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$27.5万7,534股$24.7万7,133股+401股+5.62%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#28$27.0万7,388股$43.6万1.3万股-5,221股-41.41%减仓
Koshinski Asset Management, Inc.
0.01%#11$26.3万7,200股$00股+7,200股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#37$25.9万7,093股$23.6万6,832股+261股+3.82%加仓
PRIVATE TRUST CO NA
0.02%0.02%#8$24.0万6,578股$22.7万6,578股00.00%持仓不变
共同顾问Mutual Advisors, LLC
<0.01%<0.01%#15$24.0万6,563股$22.7万6,563股00.00%持仓不变
Private Advisory Group LLC
0.01%0.09%#12$21.2万5,796股$130.3万3.8万股-3.2万股-84.62%减仓
Weaver Consulting Group
0.04%#7$21.0万5,738股$00股+5,738股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$13.0万3,568股$12.3万3,559股+9股+0.25%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#27$5.9万1,613股$5.6万1,613股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#29$2.6万698股$00股+698股新买入
Measured Wealth Private Client Group, LLC
<0.01%<0.01%#16$1.8万488股$1.7万488股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#38$1.4万370股$1.5万442股-72股-16.29%减仓
Hilton Head Capital Partners, LLC
<0.01%<0.01%#14$9,173251股$8,678251股00.00%持仓不变
Lloyd Advisory Services, LLC.
<0.01%#20$6,432176股$00股+176股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#39$6,313173股$74.1万2.2万股-2.2万股-99.21%减仓
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#30$5,482150股$5,186150股00.00%持仓不变

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