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First Trust Dorsey Wright Momentum & Low Volatility ETF
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Overview Fund Activity

26 hedge funds and large institutions have $85.4M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
26
Holders Change
-6
Holders Change %
-18.75%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
11
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HGWM
1
Harvest Group Wealth Management
Massachusetts
$9.4M
2
Stifel Financial
2
Stifel Financial
Missouri
$823K
3
RJA
3
Raymond James & Associates
Florida
$4.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.88M
5
PAG
5
Private Advisory Group
Washington
$237K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$621K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.77M
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
Bank of America
4
Bank of America
North Carolina
$14.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
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
$14.4M 804,185 -76,720 -9%
MML Investors Services
3
MML Investors Services
Massachusetts
$12.1M 674,389 -10,050 -1%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$9.4M 523,991 +89,360 +21%
RJA
5
Raymond James & Associates
Florida
$4.53M 252,174 +30,809 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.77M 210,149 -125,840 -37%
Morgan Stanley
7
Morgan Stanley
New York
$2.88M 160,333 +21,824 +16%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$2.17M 120,753 +868 +0.7%
DADC
9
D.A. Davidson & Co
Montana
$1.9M 106,111 -48 -0%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.69M 94,357 +3,613 +4%
UCFA
11
United Capital Financial Advisors
Texas
$1.47M 82,162 -7,089 -8%
Stifel Financial
12
Stifel Financial
Missouri
$823K 45,775 +33,080 +261%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$621K 34,622 -216,571 -86%
WCG
14
Weaver Consulting Group
California
$564K 31,403 +7,492 +31%
LPL Financial
15
LPL Financial
California
$559K 31,166 +10,679 +52%
Citadel Advisors
16
Citadel Advisors
Florida
$499K 27,833 -1,078 -4%
PAG
17
Private Advisory Group
Washington
$237K 13,221 +13,221 New
Truist Financial
18
Truist Financial
North Carolina
$192K 10,691 +225 +2%
GWM
19
Geneos Wealth Management
Colorado
$128K 7,100 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$98K 5,504 +5,504 New
Wells Fargo
21
Wells Fargo
California
$68K 3,801 +3,799 +189,950%
EWM
22
EPG Wealth Management
Georgia
$62K 3,449 +3,449 New
APA
23
American Portfolios Advisors
New York
$60.7K 3,382 +16 +0.5%
ASN
24
Advisory Services Network
Georgia
$20K 1,105 – –
AWA
25
Arkadios Wealth Advisors
Georgia
$12K 670 +670 New
1
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