15 institutions reported holding $8.5M of FIRST TR EXCHANGE-TRADED FD VI DORSY WR MOMNT (DVOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Nilsine Partners, LLC ($1.4M), Balefire, LLC ($1.4M), Cambridge Investment Research Advisors, Inc. ($1.3M), Prospera Financial Services Inc ($1.0M), Warner Group LLC ($767,800). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Nilsine Partners, LLC | $1.4M | 38,576 | Added |
| 2 | Balefire, LLC | $1.4M | 38,328 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $1.3M | 34,690 | Added |
| 4 | Prospera Financial Services Inc | $1.0M | 28,660 | Trimmed |
| 5 | Warner Group LLC | $767,800 | 21,010 | Added |
| 6 | Farther Finance Advisors, LLC | $505,087 | 13,821 | Trimmed |
| 7 | Concurrent Investment Advisors, LLC | $401,446 | 10,985 | Hold |
| 8 | MTM Investment Management, LLC | $358,871 | 9,820 | Trimmed |
| 9 | Park Square Financial Group, LLC | $336,070 | 9,196 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $275,340 | 7,534 | Added |
| 11 | Koshinski Asset Management, Inc. | $263,123 | 7,200 | New |
| 12 | PRIVATE TRUST CO NA | $240,392 | 6,578 | Hold |
| 13 | Weaver Consulting Group | $209,695 | 5,738 | New |
| 14 | Hilton Head Capital Partners, LLC | $9,173 | 251 | Hold |
| 15 | Spire Wealth Management | $5,482 | 150 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30