First Trust Dorsey Wright Momentum & Value ETF
DVLU
DVLU
11 hedge funds and large institutions have $20.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $16.7M | +$103K | +3,431 | +0.6% |
|
|
PAG
2
Private Advisory Group
Redmond,
Washington
| $938K | -$2.24M | -74,425 | -71% |
|
3
LPL Financial
San Diego,
California
| $688K | +$147K | +4,878 | +27% |
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $579K | +$579K | +19,218 | New |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $499K | -$57.9K | -1,923 | -10% |
|
|
AWM
6
Accel Wealth Management
Waverly,
Iowa
| $463K | -$2.62K | -87 | -0.6% |
|
7
Citadel Advisors
Miami,
Florida
| $409K | -$666K | -22,108 | -62% |
|
8
Goldman Sachs
New York
| $407K | – | – | – |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $1.51K | – | – | – |
|
10
Morgan Stanley
New York
| $57 | -$57 | -1 | -50% |
|
11
Fidelity Investments
Boston,
Massachusetts
| $30 | +$30 | +1 | New |
|
12
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$949K | -36,536 | Closed |
|
14
Osaic Holdings
Scottsdale,
Arizona
| – | -$96.9K | -3,730 | Closed |
|