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First Trust Dorsey Wright Momentum & Low Volatility ETF

36 hedge funds and large institutions have $49.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.7M 557,381 +1,296 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$7.72M 293,792 -27,883 -9%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.54M 248,721 -569,873 -70%
RJA
4
Raymond James & Associates
Florida
$4.66M 177,126 -25,410 -13%
Bank of America
5
Bank of America
North Carolina
$1.98M 75,165 -1,410 -2%
PFS
6
Prospera Financial Services
Texas
$1.76M 67,051 +5,028 +8%
AWM
7
Affinity Wealth Management
Delaware
$1.27M 48,146 +3,992 +9%
SOS
8
Silver Oak Securities
Tennessee
$1.2M 45,588 +45,588 New
Goldman Sachs
9
Goldman Sachs
New York
$1.08M 40,971 +20,055 +96%
PAG
10
Private Advisory Group
Washington
$1.06M 40,353 -27,048 -40%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$989K 37,639 +3,416 +10%
LPL Financial
12
LPL Financial
California
$943K 35,894 -1,249 -3%
UCFA
13
United Capital Financial Advisors
Texas
$800K 30,424 -3,312 -10%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$682K 25,952 +231 +0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$644K 24,504 +4,930 +25%
Citadel Advisors
16
Citadel Advisors
Florida
$568K 21,591 +8,436 +64%
HGWM
17
Harvest Group Wealth Management
Massachusetts
$556K 21,169 -13,130 -38%
MML Investors Services
18
MML Investors Services
Massachusetts
$356K 13,528 -815 -6%
WCG
19
Weaver Consulting Group
California
$350K 13,328 -1,169 -8%
Osaic Holdings
20
Osaic Holdings
Arizona
$334K 12,694 +7,779 +158%
MIM
21
MTM Investment Management
South Carolina
$303K 11,528
SPC
22
Sigma Planning Corp
Michigan
$283K 10,764 -852 -7%
PTC
23
Private Trust Company
Ohio
$135K 5,155
UBS Group
24
UBS Group
Switzerland
$125K 4,760 +3,847 +421%
NA
25
NewEdge Advisors
Louisiana
$77.2K 2,935 +2,935 New