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First Trust Dorsey Wright Momentum & Value ETF
DVLU

Overview Fund Activity

20 hedge funds and large institutions have $22M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.06M
2
OMC
2
Old Mission Capital
Illinois
$585K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
PAG
4
Private Advisory Group
Washington
$1.6M
5
AWM
5
Accel Wealth Management
Iowa
$229K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$281K
2
CA
2
Calton & Associates
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$885K
4
Truist Financial
4
Truist Financial
North Carolina
$867K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.1M -$419K -17,791 -3%
PAG
2
Private Advisory Group
Washington
$1.6M +$291K +12,382 +22%
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M +$314K +13,364 +37%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.06M +$1.01M +42,824 +1,805%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$911K +$37.3K +1,583 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$885K -$821K -34,874 -48%
Truist Financial
7
Truist Financial
North Carolina
$867K -$820K -34,874 -49%
MML Investors Services
8
MML Investors Services
Massachusetts
$852K +$17.9K +761 +2%
OMC
9
Old Mission Capital
Illinois
$585K +$585K +24,857 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$505K +$37.6K +1,597 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$370K -$5.24K -223 -1%
LFF
12
Level Four Financial
Texas
$349K -$137K -5,832 -28%
Osaic Holdings
13
Osaic Holdings
Arizona
$281K -$1.45M -61,440 -84%
MC
14
Moors & Cabot
Massachusetts
$247K +$35.3K +1,500 +17%
AWM
15
Accel Wealth Management
Iowa
$229K +$109K +4,625 +91%
UBS Group
16
UBS Group
Switzerland
$27K -$13.5K -577 -33%
HI
17
Harbour Investments
Wisconsin
$5K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$3K -$1.04K -49 -26%
GRP
19
Global Retirement Partners
California
$1K – – –
CA
20
Calton & Associates
Florida
– -$1.09M -46,253 Closed
ARC
21
Advisor Resource Council
Texas
– -$656K -27,906 Closed
KAS
22
Kestra Advisory Services
Texas
– -$639K -27,195 Closed