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First Trust Dorsey Wright Momentum & Value ETF
DVLU

Overview Fund Activity

16 hedge funds and large institutions have $16.7M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$855K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$635K
3
HI
3
Harbour Investments
Wisconsin
$81.1K
4
LPL Financial
4
LPL Financial
California
$1.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.8K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.11M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$433K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$215K
5
PAG
5
Private Advisory Group
Washington
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.11M -$10M -325,362 -59%
PAG
2
Private Advisory Group
Washington
$3.92M -$22.5K -730 -0.6%
Goldman Sachs
3
Goldman Sachs
New York
$1.31M – – –
LPL Financial
4
LPL Financial
California
$1.3M +$11.1K +359 +0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$855K +$243K +7,872 +40%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$635K +$105K +3,408 +20%
AWM
7
Accel Wealth Management
Iowa
$471K +$92 +3 +0%
Citadel Advisors
8
Citadel Advisors
Florida
$433K -$345K -11,185 -44%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$393K – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$215K -$94K -3,049 -30%
HI
11
Harbour Investments
Wisconsin
$81.1K +$81.1K +2,630 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$10.8K +350 New
UBS Group
13
UBS Group
Switzerland
$2.74K +$2.74K +89 New
GRP
14
Global Retirement Partners
California
$1.54K – – –
Morgan Stanley
15
Morgan Stanley
New York
$57 – – –
Wells Fargo
16
Wells Fargo
California
$24 +$24 +1 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
– -$1.02M -36,441 Closed