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First Trust Dorsey Wright Momentum & Low Volatility ETF

37 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% 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
6
Increased
10
Reduced
13
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
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15M 610,404 -33,652 -5%
Morgan Stanley
3
Morgan Stanley
New York
$12M 488,727 +18,104 +4%
Bank of America
4
Bank of America
North Carolina
$11.4M 462,323 -20,521 -4%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$9.83M 400,436 -9,823 -2%
RJA
6
Raymond James & Associates
Florida
$5.05M 205,689 -39,395 -16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.83M 156,044 -96,013 -38%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.9M 77,561 -7,278 -9%
UCFA
9
United Capital Financial Advisors
Texas
$1.55M 63,297 -10,447 -14%
LPL Financial
10
LPL Financial
California
$1.44M 58,655 +5,302 +10%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.43M 58,200 +32,857 +130%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.35M 54,798 +54,798 New
PFS
13
Prospera Financial Services
Texas
$1.33M 54,186 +32,702 +152%
Stifel Financial
14
Stifel Financial
Missouri
$1.02M 41,564 -7,059 -15%
AWM
15
Affinity Wealth Management
Delaware
$990K 40,179
MML Investors Services
16
MML Investors Services
Massachusetts
$886K 36,104 -12,115 -25%
Goldman Sachs
17
Goldman Sachs
New York
$834K 33,957
PAG
18
Private Advisory Group
Washington
$733K 29,859 +4,769 +19%
KWM
19
Kingsview Wealth Management
Oregon
$700K 28,530 +28,530 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$695K 28,298 -2,150 -7%
WCG
21
Weaver Consulting Group
California
$687K 27,970 -1,747 -6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$603K 24,578 +9,434 +62%
Citadel Advisors
23
Citadel Advisors
Florida
$479K 19,512 +10,492 +116%
GCA
24
Genesee Capital Advisors
New York
$390K 15,891 +1,069 +7%
MIM
25
MTM Investment Management
South Carolina
$268K 10,898 +10,898 New