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First Trust Dorsey Wright Momentum & Low Volatility ETF

38 hedge funds and large institutions have $86.2M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
15
Closed
3
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
$26.3M 916,760 -103,116 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.6M 543,363 -2,165 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$8.6M 300,269 -193,483 -39%
RJA
4
Raymond James & Associates
Florida
$6.07M 211,841 -227 -0.1%
Bank of America
5
Bank of America
North Carolina
$3.32M 115,897 -146,694 -56%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.8M 97,862 +27,064 +38%
LPL Financial
7
LPL Financial
California
$2.57M 89,558 +3,408 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.4M 83,734 -6,975 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.33M 81,163 -5,507 -6%
PFS
10
Prospera Financial Services
Texas
$1.91M 66,489 +6,501 +11%
SOS
11
Silver Oak Securities
Tennessee
$1.47M 50,549 +50,549 New
AWM
12
Affinity Wealth Management
Delaware
$1.29M 44,632 +52 +0.1%
UCFA
13
United Capital Financial Advisors
Texas
$1.12M 39,087 -3,266 -8%
HGWM
14
Harvest Group Wealth Management
Massachusetts
$1.1M 38,249 -15,798 -29%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.08M 37,816 -11,042 -23%
Goldman Sachs
16
Goldman Sachs
New York
$973K 33,957
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$913K 31,799 +2,393 +8%
PAG
18
Private Advisory Group
Washington
$836K 29,189 +1,873 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$763K 26,648 -2,972 -10%
Truist Financial
20
Truist Financial
North Carolina
$723K 25,238 -2,973 -11%
FTUS
21
Flow Traders U.S.
New York
$678K 23,677
MML Investors Services
22
MML Investors Services
Massachusetts
$548K 19,141 +1,040 +6%
WCG
23
Weaver Consulting Group
California
$508K 17,738
Citadel Advisors
24
Citadel Advisors
Florida
$473K 16,484 +16,484 New
SPC
25
Sigma Planning Corp
Michigan
$356K 12,442