DVOL icon

First Trust Dorsey Wright Momentum & Low Volatility ETF

33 hedge funds and large institutions have $30.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
14
Closed
4
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
$6.3M 246,355 -2,366 -1%
RJA
2
Raymond James & Associates
Florida
$4.41M 172,660 -4,466 -3%
Morgan Stanley
3
Morgan Stanley
New York
$4.12M 161,210 -132,582 -45%
PAG
4
Private Advisory Group
Washington
$2.55M 99,815 +59,462 +147%
PFS
5
Prospera Financial Services
Texas
$1.7M 66,410 -641 -1%
Goldman Sachs
6
Goldman Sachs
New York
$1.35M 52,888 +11,917 +29%
SOS
7
Silver Oak Securities
Tennessee
$1.24M 47,149 +1,561 +3%
AWM
8
Affinity Wealth Management
Delaware
$1.23M 48,148 +2 +0%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.23M 47,982 +10,343 +27%
Citadel Advisors
10
Citadel Advisors
Florida
$1.12M 43,650 +22,059 +102%
LPL Financial
11
LPL Financial
California
$919K 35,963 +69 +0.2%
UCFA
12
United Capital Financial Advisors
Texas
$703K 27,527 -2,897 -10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$636K 24,874 -1,078 -4%
Bank of America
14
Bank of America
North Carolina
$602K 23,551 -51,614 -69%
HGWM
15
Harvest Group Wealth Management
Massachusetts
$445K 17,416 -3,753 -18%
MML Investors Services
16
MML Investors Services
Massachusetts
$381K 14,910 +1,382 +10%
WCG
17
Weaver Consulting Group
California
$341K 13,328
Osaic Holdings
18
Osaic Holdings
Arizona
$324K 12,690 -4 -0%
MIM
19
MTM Investment Management
South Carolina
$273K 10,693 -835 -7%
SPC
20
Sigma Planning Corp
Michigan
$273K 10,679 -85 -0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$198K 7,776 -16,728 -68%
PTC
22
Private Trust Company
Ohio
$132K 5,155
FCA
23
FinTrust Capital Advisors
South Carolina
$43.9K 1,670
Wells Fargo
24
Wells Fargo
California
$43.8K 1,712
ASN
25
Advisory Services Network
Georgia
$28.2K 1,105