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First Trust Dorsey Wright Momentum & Low Volatility ETF

36 hedge funds and large institutions have $111M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
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
$32.4M 1,019,876 +1,019,876 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.3M 545,528 +16,159 +3%
Morgan Stanley
3
Morgan Stanley
New York
$15.7M 493,752 -7,814 -2%
Bank of America
4
Bank of America
North Carolina
$8.34M 262,591 -52,728 -17%
RJA
5
Raymond James & Associates
Florida
$6.74M 212,068 -70,835 -25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.88M 90,709 -31,741 -26%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.75M 86,670 -1,749 -2%
LPL Financial
8
LPL Financial
California
$2.74M 86,150 -95,232 -53%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.25M 70,798 +1,704 +2%
PFS
10
Prospera Financial Services
Texas
$1.91M 59,988 +144 +0.2%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$1.72M 54,047 -6,548 -11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.55M 48,858 -4,549 -9%
UCFA
13
United Capital Financial Advisors
Texas
$1.35M 42,353 -1,732 -4%
AWM
14
Affinity Wealth Management
Delaware
$1.28M 44,580 +4,315 +11%
BBA
15
Braun-Bostich & Associates
Pennsylvania
$1.28M 44,580 +44,580 New
Goldman Sachs
16
Goldman Sachs
New York
$1.08M 33,957
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$941K 29,620 +15,673 +112%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$934K 29,406 +21,940 +294%
Truist Financial
19
Truist Financial
North Carolina
$896K 28,211 +15,673 +125%
PAG
20
Private Advisory Group
Washington
$868K 27,316 -25,082 -48%
Osaic Holdings
21
Osaic Holdings
Arizona
$806K 25,382 +18,690 +279%
FTUS
22
Flow Traders U.S.
New York
$752K 23,677 +23,677 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$611K 19,239 -417 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$575K 18,101 -902 -5%
WCG
25
Weaver Consulting Group
California
$564K 17,738 +94 +0.5%