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First Trust Dorsey Wright Momentum & Low Volatility ETF

35 hedge funds and large institutions have $53.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.3M 321,121 +83,154 +35%
VWS
2
Virtus Wealth Solutions
New Jersey
$7.17M 204,335 -139 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$6.36M 181,222 +27,245 +18%
LPL Financial
4
LPL Financial
California
$4.91M 139,978 +84,515 +152%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.32M 123,039 -60,966 -33%
FFA
6
Farther Finance Advisors
California
$2.7M 77,048 +2,048 +3%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.65M 75,572 +1,316 +2%
BIG
8
Brookwood Investment Group
Arizona
$2.41M 68,728 +68,728 New
NP
9
Nilsine Partners
Colorado
$1.37M 39,030 +39,030 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.24M 35,275 +1,886 +6%
PAG
11
Private Advisory Group
Washington
$1.12M 31,967 -6,074 -16%
PFS
12
Prospera Financial Services
Texas
$921K 26,220 +2,657 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$880K 25,060 +23,326 +1,345%
Citadel Advisors
14
Citadel Advisors
Florida
$770K 21,946 -1,500 -6%
Two Sigma Investments
15
Two Sigma Investments
New York
$765K 21,800 +21,800 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$626K 17,832 +6,409 +56%
SPC
17
Sigma Planning Corp
Michigan
$480K 13,680 +4,875 +55%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$437K 12,460 +12,460 New
Comerica Bank
19
Comerica Bank
Texas
$426K 12,127 -104 -0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$402K 11,864 -549 -4%
MIM
21
MTM Investment Management
South Carolina
$375K 10,693
AF
22
Allworth Financial
California
$324K 9,219 +1 +0%
CIA
23
Concurrent Investment Advisors
Florida
$274K 7,806 -349 -4%
WCG
24
Weaver Consulting Group
California
$267K 7,619
GRP
25
Global Retirement Partners
California
$242K 6,899 +6,899 New