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First Trust Dorsey Wright Momentum & Low Volatility ETF

32 hedge funds and large institutions have $108M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
11
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$27.1M 996,564
Bank of America
2
Bank of America
North Carolina
$19.6M 880,905 +151,021 +21%
MML Investors Services
3
MML Investors Services
Massachusetts
$15.2M 684,439 +6,360 +0.9%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$9.67M 434,631 +434,631 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.48M 335,989 +25,545 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.59M 251,193 -1,799,746 -88%
RJA
7
Raymond James & Associates
Florida
$4.93M 221,365 +34,152 +18%
Morgan Stanley
8
Morgan Stanley
New York
$3.08M 138,509 +138,509 New
MIFH
9
Migdal Insurance & Financial Holdings
Israel
$2.67M 119,885 +4,555 +4%
DADC
10
D.A. Davidson & Co
Montana
$2.36M 106,159 +106,159 New
SPC
11
Sigma Planning Corp
Michigan
$2.03M 91,199 +91,199 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.02M 90,744 +8,175 +10%
UCFA
13
United Capital Financial Advisors
Texas
$1.99M 89,251 -2,758 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.12M 50,446 +16,630 +49%
Citadel Advisors
15
Citadel Advisors
Florida
$644K 28,911 +28,911 New
WCG
16
Weaver Consulting Group
California
$546K 23,911 +9,474 +66%
LPL Financial
17
LPL Financial
California
$456K 20,487 +20,487 New
Stifel Financial
18
Stifel Financial
Missouri
$281K 12,695 -1,960 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$268K 12,026 -24,440 -67%
AWM
20
Affinity Wealth Management
Delaware
$266K 11,968 +11,968 New
PFA
21
Plotkin Financial Advisors
Maryland
$234K 10,508 +10,508 New
Truist Financial
22
Truist Financial
North Carolina
$233K 10,466 +10,466 New
Jane Street
23
Jane Street
New York
$210K 9,447 -454 -5%
GWM
24
Geneos Wealth Management
Colorado
$157K 7,100 +3,400 +92%
AG
25
Advisor Group
Arizona
$126K 5,654 -67,200 -92%