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First Trust Dorsey Wright Momentum & Value ETF
DVLU

Overview Fund Activity

22 hedge funds and large institutions have $25.6M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.7M
2
Truist Financial
2
Truist Financial
North Carolina
$1.69M
3
PAG
3
Private Advisory Group
Washington
$1.31M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$872K
5
LFF
5
Level Four Financial
Texas
$486K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
CA
2
Calton & Associates
Florida
$1.09M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.5M +$160K +6,814 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.72M +$240K +10,217 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.7M +$1.7M +72,465 New
Truist Financial
4
Truist Financial
North Carolina
$1.69M +$1.69M +71,739 New
PAG
5
Private Advisory Group
Washington
$1.31M +$520K +22,143 +66%
CA
6
Calton & Associates
Florida
$1.09M -$170K -7,254 -14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$872K +$515K +21,915 +144%
Citadel Advisors
8
Citadel Advisors
Florida
$855K +$447K +19,025 +110%
MML Investors Services
9
MML Investors Services
Massachusetts
$833K +$6.93K +295 +0.8%
ARC
10
Advisor Resource Council
Texas
$656K +$656K +27,906 New
KAS
11
Kestra Advisory Services
Texas
$639K +$383K +16,288 +149%
LFF
12
Level Four Financial
Texas
$486K +$486K +20,673 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$466K +$466K +19,828 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$375K – – –
MC
15
Moors & Cabot
Massachusetts
$211K +$211K +9,000 New
AWM
16
Accel Wealth Management
Iowa
$120K +$27.3K +1,160 +29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$56K -$88.2K -3,738 -61%
UBS Group
18
UBS Group
Switzerland
$41K +$32.6K +1,378 +388%
HI
19
Harbour Investments
Wisconsin
$5K +$5K +225 New
TRCT
20
Tower Research Capital (TRC)
New York
$4K +$4K +190 New
GRP
21
Global Retirement Partners
California
$1K – – –
Goldman Sachs
22
Goldman Sachs
New York
– -$534K -23,876 Closed