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First Trust Dorsey Wright Momentum & Value ETF
DVLU

Overview Fund Activity

17 hedge funds and large institutions have $22.8M invested in First Trust Dorsey Wright Momentum & Value ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$789K
2
LPL Financial
2
LPL Financial
California
$1.45M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$414K
4
HI
4
Harbour Investments
Wisconsin
$131K
5
FFA
5
Farther Finance Advisors
California
$6.91K

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$1.28M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.23M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$650K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$445K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWS
1
Virtus Wealth Solutions
New Jersey
$9.5M +$9.5M +326,165 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.23M -$488K -16,758 -7%
LPL Financial
3
LPL Financial
California
$1.45M +$229K +7,850 +19%
PAG
4
Private Advisory Group
Washington
$1.28M -$2.42M -83,005 -65%
Goldman Sachs
5
Goldman Sachs
New York
$1.15M -$85.7K -2,940 -7%
Citadel Advisors
6
Citadel Advisors
Florida
$789K +$380K +13,045 +93%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$650K -$158K -5,423 -20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$445K -$155K -5,321 -26%
AWM
9
Accel Wealth Management
Iowa
$440K -$4.55K -156 -1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$414K +$210K +7,214 +103%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$342K -$29.1K -1,000 -8%
HI
12
Harbour Investments
Wisconsin
$131K +$54.4K +1,867 +71%
UBS Group
13
UBS Group
Switzerland
$7.98K +$5.39K +185 +208%
FFA
14
Farther Finance Advisors
California
$6.91K +$6.91K +237 New
GRP
15
Global Retirement Partners
California
$1.46K – – –
Morgan Stanley
16
Morgan Stanley
New York
$52 – – –
Wells Fargo
17
Wells Fargo
California
$24 – – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
– -$10.8K -350 Closed