First Trust Dorsey Wright Momentum & Value ETF (DVLU)

• Market cap: $28M
• 1 day: 2.19%
• 5 days: 3.55%
• 1 month: -3.15%
• 3 months: -8.80%
• 6 months: -7.87%
• Year to date: -3.75%
• 1 year: -0.99%
• 5 years: 112.54%
• 10 years: 52.43%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $16.7M [Q3] → $22.8M (+$6.12M) [Q4]

26.74% more ownership

Funds ownership: 51.66% [Q3] → 78.4% (+26.74%) [Q4]

6% more funds holding

Funds holding: 16 [Q3] → 17 (+1) [Q4]

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7