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First Trust Dorsey Wright Momentum & Low Volatility ETF

35 hedge funds and large institutions have $99M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
12
Closed
5
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
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.5M 644,056 +644,056 New
Bank of America
3
Bank of America
North Carolina
$10.9M 482,844 -25,532 -5%
Morgan Stanley
4
Morgan Stanley
New York
$10.6M 470,623 +274,841 +140%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$9.23M 410,259 -9,100 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.67M 252,057 +153,514 +156%
RJA
7
Raymond James & Associates
Florida
$5.51M 245,084 -28,095 -10%
DADC
8
D.A. Davidson & Co
Montana
$2.27M 100,697 -6,786 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.91M 84,839 -2,518 -3%
UCFA
10
United Capital Financial Advisors
Texas
$1.66M 73,744 -2,237 -3%
LPL Financial
11
LPL Financial
California
$1.2M 53,353 +13,435 +34%
Stifel Financial
12
Stifel Financial
Missouri
$1.09M 48,623 +3,737 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.09M 48,219 -618,543 -93%
AWM
14
Affinity Wealth Management
Delaware
$916K 40,179 +40,179 New
Goldman Sachs
15
Goldman Sachs
New York
$764K 33,957
RJFSA
16
Raymond James Financial Services Advisors
Florida
$685K 30,448 +755 +3%
WCG
17
Weaver Consulting Group
California
$668K 29,717
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$570K 25,343 +25,343 New
PAG
19
Private Advisory Group
Washington
$564K 25,090 +9,534 +61%
PFS
20
Prospera Financial Services
Texas
$483K 21,484 +21,484 New
FTUS
21
Flow Traders U.S.
New York
$392K 17,413 +17,413 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$341K 15,144 -13,085 -46%
GCA
23
Genesee Capital Advisors
New York
$333K 14,822 +62 +0.4%
Citadel Advisors
24
Citadel Advisors
Florida
$203K 9,020 -5,301 -37%
GWM
25
Geneos Wealth Management
Colorado
$108K 4,900