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First Trust Dorsey Wright Momentum & Low Volatility ETF

32 hedge funds and large institutions have $85.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
13
Closed
3
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
MML Investors Services
2
MML Investors Services
Massachusetts
$13.6M 666,762 -7,627 -1%
Bank of America
3
Bank of America
North Carolina
$10.4M 508,376 -295,809 -37%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$8.57M 419,359 -104,632 -20%
RJA
5
Raymond James & Associates
Florida
$5.58M 273,179 +21,005 +8%
Morgan Stanley
6
Morgan Stanley
New York
$4M 195,782 +35,449 +22%
MIFH
7
Migdal Insurance & Financial Holdings
Israel
$2.73M 133,383 +12,630 +10%
DADC
8
D.A. Davidson & Co
Montana
$2.2M 107,483 +1,372 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.01M 98,543 -111,606 -53%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.79M 87,357 -7,000 -7%
UCFA
11
United Capital Financial Advisors
Texas
$1.55M 75,981 -6,181 -8%
Stifel Financial
12
Stifel Financial
Missouri
$917K 44,886 -889 -2%
LPL Financial
13
LPL Financial
California
$816K 39,918 +8,752 +28%
Goldman Sachs
14
Goldman Sachs
New York
$694K 33,957 +33,957 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$607K 29,693 -4,929 -14%
WCG
16
Weaver Consulting Group
California
$607K 29,717 -1,686 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$577K 28,229 +28,229 New
PAG
18
Private Advisory Group
Washington
$318K 15,556 +2,335 +18%
GCA
19
Genesee Capital Advisors
New York
$301K 14,760 +14,760 New
Citadel Advisors
20
Citadel Advisors
Florida
$293K 14,321 -13,512 -49%
KWM
21
Kingsview Wealth Management
Oregon
$291K 14,261 +14,261 New
Truist Financial
22
Truist Financial
North Carolina
$227K 11,112 +421 +4%
Jane Street
23
Jane Street
New York
$212K 10,374 +10,374 New
Osaic Holdings
24
Osaic Holdings
Arizona
$109K 5,331 -173 -3%
GWM
25
Geneos Wealth Management
Colorado
$97K 4,900 -2,200 -31%