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First Trust Dorsey Wright Momentum & Low Volatility ETF
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Overview Fund Activity

37 hedge funds and large institutions have $72.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.44M
2
PAG
2
Private Advisory Group
Washington
$1.44M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$384K
4
Truist Financial
4
Truist Financial
North Carolina
$345K
5
GCA
5
Genesee Capital Advisors
New York
$264K

Top Sellers

1
BBA
1
Braun-Bostich & Associates
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$13.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$206K
4
CRI
4
Colonial River Investments
Virginia
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.6M 529,369 -32,369 -6%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M 501,566 -53,488 -10%
Bank of America
3
Bank of America
North Carolina
$8.68M 315,319 -14,130 -4%
RJA
4
Raymond James & Associates
Florida
$7.79M 282,903 +9,384 +3%
LPL Financial
5
LPL Financial
California
$5M 181,382 -2,861 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.37M 122,450 +6,783 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.44M 88,419 +52,728 +148%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.9M 69,094 -167 -0.2%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$1.67M 60,595 -3,598 -6%
PFS
10
Prospera Financial Services
Texas
$1.65M 59,844 -5,408 -8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.47M 53,407 -475 -0.9%
PAG
12
Private Advisory Group
Washington
$1.44M 52,398 +26,071 +99%
UCFA
13
United Capital Financial Advisors
Texas
$1.21M 44,085 -9,241 -17%
AWM
14
Affinity Wealth Management
Delaware
$1.1M 40,265 +45 +0.1%
Goldman Sachs
15
Goldman Sachs
New York
$935K 33,957 – –
MIAN
16
Mariner Independent Advisor Network
Kansas
$708K 25,722 -1,029 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$541K 19,656 -431 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$523K 19,003 +416 +2%
WCG
19
Weaver Consulting Group
California
$486K 17,644 -1,263 -7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$384K 13,947 +13,947 New
Truist Financial
21
Truist Financial
North Carolina
$345K 12,538 +12,538 New
SPC
22
Sigma Planning Corp
Michigan
$343K 12,442 – –
MIM
23
MTM Investment Management
South Carolina
$318K 11,528 +110 +1%
Citadel Advisors
24
Citadel Advisors
Florida
$311K 11,285 +3,741 +50%
GCA
25
Genesee Capital Advisors
New York
$264K 9,568 +9,568 New
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