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First Trust Dorsey Wright Momentum & Value ETF
DVLU

Overview Fund Activity

17 hedge funds and large institutions have $20.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ARC
1
Advisor Resource Council
Texas
$1.66M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.4M
3
LFAS
3
Level Four Advisory Services
Texas
$374K
4
AWM
4
Accel Wealth Management
Iowa
$309K
5
AIP
5
Ahrens Investment Partners
Louisiana
$54K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
PAG
3
Private Advisory Group
Washington
$866K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$485K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.4M +$433K +17,218 +3%
ARC
2
Advisor Resource Council
Texas
$1.66M +$1.66M +65,819 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.02M +$42.1K +1,672 +4%
MML Investors Services
4
MML Investors Services
Massachusetts
$871K -$40.3K -1,600 -4%
PAG
5
Private Advisory Group
Washington
$866K -$849K -33,760 -50%
Citadel Advisors
6
Citadel Advisors
Florida
$789K -$463K -18,407 -37%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$485K -$651K -25,894 -57%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$391K -$5.03K -200 -1%
LFAS
9
Level Four Advisory Services
Texas
$374K +$374K +14,841 New
AWM
10
Accel Wealth Management
Iowa
$309K +$64.2K +2,551 +26%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$303K -$237K -9,407 -44%
Osaic Holdings
12
Osaic Holdings
Arizona
$275K -$24.7K -985 -8%
AIP
13
Ahrens Investment Partners
Louisiana
$54K +$54K +2,150 New
SWM
14
Selective Wealth Management
Virginia
$25K +$25K +1,000 New
UBS Group
15
UBS Group
Switzerland
$17K -$12.6K -492 -43%
GRP
16
Global Retirement Partners
California
$1K – – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
– -$885K -37,591 Closed
Truist Financial
18
Truist Financial
North Carolina
– -$867K -36,865 Closed
OMC
19
Old Mission Capital
Illinois
– -$585K -24,857 Closed
MC
20
Moors & Cabot
Massachusetts
– -$247K -10,500 Closed
HI
21
Harbour Investments
Wisconsin
– -$5K -225 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– -$3K -141 Closed