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First Trust Dorsey Wright Momentum & Low Volatility ETF

26 hedge funds and large institutions have $37.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
15
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
$11.6M 422,630 -152,682 -27%
Morgan Stanley
2
Morgan Stanley
New York
$7.42M 271,388 +125,842 +86%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.22M 227,605 -197,281 -46%
RJA
4
Raymond James & Associates
Florida
$4.16M 152,169 -12,725 -8%
PAG
5
Private Advisory Group
Washington
$1.23M 45,049 -8,419 -16%
LPL Financial
6
LPL Financial
California
$1.15M 42,162 -3,904 -8%
Citadel Advisors
7
Citadel Advisors
Florida
$880K 32,215 -1,354 -4%
PFS
8
Prospera Financial Services
Texas
$612K 22,400 -13,232 -37%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$510K 18,677 -406 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$506K 18,525 +399 +2%
KPWS
11
Kestra Private Wealth Services
Texas
$395K 14,455 +14,455 New
UCFA
12
United Capital Financial Advisors
Texas
$364K 13,322 -12,753 -49%
Comerica Bank
13
Comerica Bank
Texas
$356K 13,024
FTUS
14
Flow Traders U.S.
New York
$306K 11,181 -1,021 -8%
Osaic Holdings
15
Osaic Holdings
Arizona
$306K 11,189 -1,566 -12%
MIM
16
MTM Investment Management
South Carolina
$292K 10,693
AF
17
Allworth Financial
California
$252K 9,218 -1 -0%
Goldman Sachs
18
Goldman Sachs
New York
$246K 9,014 +9,014 New
Bank of America
19
Bank of America
North Carolina
$244K 8,935 -98 -1%
WCG
20
Weaver Consulting Group
California
$231K 8,463 -2,965 -26%
ASN
21
Advisory Services Network
Georgia
$30.2K 1,105 +1,105 New
IGWM
22
ICA Group Wealth Management
Colorado
$20.5K 750 +750 New
UBS Group
23
UBS Group
Switzerland
$13.1K 481 -1,822 -79%
TRCT
24
Tower Research Capital (TRC)
New York
$5.55K 203 +203 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$1.97K 72