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First Trust Dorsey Wright Momentum & Low Volatility ETF

36 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
10
Closed
2
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
$15.3M 561,738 +2,062 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$15.1M 555,054 +80,168 +17%
Bank of America
4
Bank of America
North Carolina
$8.96M 329,449 -32,266 -9%
RJA
5
Raymond James & Associates
Florida
$7.44M 273,519 +64,081 +31%
LPL Financial
6
LPL Financial
California
$5.01M 184,243 +128,305 +229%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.15M 115,667 -5,869 -5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.88M 69,261 +22,251 +47%
PFS
9
Prospera Financial Services
Texas
$1.78M 65,252 -4,570 -7%
HGWM
10
Harvest Group Wealth Management
Massachusetts
$1.75M 64,193 -127,884 -67%
BBA
11
Braun-Bostich & Associates
Pennsylvania
$1.5M 19,884 +19,884 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.47M 53,882 +8,223 +18%
UCFA
13
United Capital Financial Advisors
Texas
$1.45M 53,326 -2,247 -4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.4M 51,603 +51,603 New
AWM
15
Affinity Wealth Management
Delaware
$1.12M 40,220 +41 +0.1%
CRI
16
Colonial River Investments
Virginia
$1.08M 14,229 +14,229 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$970K 35,691 +23,277 +188%
Goldman Sachs
18
Goldman Sachs
New York
$923K 33,957
MIAN
19
Mariner Independent Advisor Network
Kansas
$727K 26,751 +26,751 New
PAG
20
Private Advisory Group
Washington
$716K 26,327 -12 -0%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$546K 20,087 -53,030 -73%
WCG
22
Weaver Consulting Group
California
$514K 18,907 -180 -0.9%
MML Investors Services
23
MML Investors Services
Massachusetts
$505K 18,587 +875 +5%
SPC
24
Sigma Planning Corp
Michigan
$338K 12,442
MIM
25
MTM Investment Management
South Carolina
$310K 11,418 +520 +5%