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First Trust Dorsey Wright Momentum & Low Volatility ETF

32 hedge funds and large institutions have $89.6M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-5
Holders Change %
-13.51%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
17
Closed
7
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
$13.8M 559,676 -50,728 -8%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M 474,886 -13,841 -3%
Bank of America
4
Bank of America
North Carolina
$8.94M 361,715 -100,608 -22%
RJA
5
Raymond James & Associates
Florida
$5.18M 209,438 +3,749 +2%
HGWM
6
Harvest Group Wealth Management
Massachusetts
$5.12M 192,077 -208,359 -52%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3M 121,536 -34,508 -22%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.81M 73,117 -4,444 -6%
PFS
9
Prospera Financial Services
Texas
$1.73M 69,822 +15,636 +29%
LPL Financial
10
LPL Financial
California
$1.38M 55,938 -2,717 -5%
UCFA
11
United Capital Financial Advisors
Texas
$1.37M 55,573 -7,724 -12%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.16M 47,010 -7,788 -14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.13M 45,659 +21,081 +86%
AWM
14
Affinity Wealth Management
Delaware
$1.05M 40,179
Stifel Financial
15
Stifel Financial
Missouri
$991K 40,079 -1,485 -4%
Goldman Sachs
16
Goldman Sachs
New York
$839K 33,957
PAG
17
Private Advisory Group
Washington
$651K 26,339 -3,520 -12%
WCG
18
Weaver Consulting Group
California
$472K 19,087 -8,883 -32%
MML Investors Services
19
MML Investors Services
Massachusetts
$438K 17,712 -18,392 -51%
Citadel Advisors
20
Citadel Advisors
Florida
$331K 13,409 -6,103 -31%
SPC
21
Sigma Planning Corp
Michigan
$308K 12,442 +12,442 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$307K 12,414 -15,884 -56%
MIM
23
MTM Investment Management
South Carolina
$269K 10,898
Osaic Holdings
24
Osaic Holdings
Arizona
$117K 4,707 -1,181 -20%
GWM
25
Geneos Wealth Management
Colorado
$106K 4,000 -900 -18%