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First Trust Dorsey Wright Momentum & Low Volatility ETF

25 hedge funds and large institutions have $42M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
13
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
$14.4M 575,312 +191,291 +50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.6M 424,886 -7,146 -2%
RJA
3
Raymond James & Associates
Florida
$4.12M 164,894 -755 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$3.63M 145,546 -12,239 -8%
PAG
5
Private Advisory Group
Washington
$1.33M 53,468 -72,708 -58%
LPL Financial
6
LPL Financial
California
$1.15M 46,066 +10,438 +29%
PFS
7
Prospera Financial Services
Texas
$889K 35,632 -26,065 -42%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$853K 34,183 +19,095 +127%
Citadel Advisors
9
Citadel Advisors
Florida
$838K 33,569 +14,772 +79%
UCFA
10
United Capital Financial Advisors
Texas
$651K 26,075 -1,014 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$476K 19,083 -4,061 -18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$452K 18,126 +7,034 +63%
AWM
13
Affinity Wealth Management
Delaware
$374K 14,992
Comerica Bank
14
Comerica Bank
Texas
$325K 13,024 +13,024 New
Osaic Holdings
15
Osaic Holdings
Arizona
$318K 12,755 +530 +4%
FTUS
16
Flow Traders U.S.
New York
$305K 12,202 -14,298 -54%
WCG
17
Weaver Consulting Group
California
$285K 11,428 -1,670 -13%
MIM
18
MTM Investment Management
South Carolina
$267K 10,693
AF
19
Allworth Financial
California
$230K 9,219 +9,219 New
Bank of America
20
Bank of America
North Carolina
$225K 9,033 -12,274 -58%
SPC
21
Sigma Planning Corp
Michigan
$210K 8,397 -1,082 -11%
UBS Group
22
UBS Group
Switzerland
$57.5K 2,303 -972 -30%
RFA
23
Register Financial Advisors
Georgia
$2.5K 100
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1.8K 72
Wells Fargo
25
Wells Fargo
California
$36 1 -1,711 -100%