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First Trust Dorsey Wright Momentum & Low Volatility ETF

24 hedge funds and large institutions have $31.7M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
6
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
$8.84M 289,294 -133,336 -32%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.58M 215,252 -12,353 -5%
RJA
3
Raymond James & Associates
Florida
$4.21M 137,874 -14,295 -9%
Morgan Stanley
4
Morgan Stanley
New York
$4.18M 136,822 -134,566 -50%
LPL Financial
5
LPL Financial
California
$1.59M 52,040 +9,878 +23%
PAG
6
Private Advisory Group
Washington
$1.43M 46,933 +1,884 +4%
Citadel Advisors
7
Citadel Advisors
Florida
$946K 30,960 -1,255 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$675K 22,092 +22,092 New
PFS
9
Prospera Financial Services
Texas
$658K 21,539 -861 -4%
Comerica Bank
10
Comerica Bank
Texas
$398K 13,024
Osaic Holdings
11
Osaic Holdings
Arizona
$351K 11,499 +310 +3%
MIM
12
MTM Investment Management
South Carolina
$327K 10,693
AF
13
Allworth Financial
California
$282K 9,218
Bank of America
14
Bank of America
North Carolina
$257K 8,411 -524 -6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$248K 8,123 +8,123 New
SPC
16
Sigma Planning Corp
Michigan
$244K 7,975 +7,975 New
WCG
17
Weaver Consulting Group
California
$237K 7,769 -694 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$210K 6,873 -11,652 -63%
IGWM
19
ICA Group Wealth Management
Colorado
$22.9K 750
TRCT
20
Tower Research Capital (TRC)
New York
$6.75K 221 +18 +9%
RFA
21
Register Financial Advisors
Georgia
$3.06K 100 +100 New
UBS Group
22
UBS Group
Switzerland
$2.41K 79 -402 -84%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2.2K 72
Wells Fargo
24
Wells Fargo
California
$18 1
RJFSA
25
Raymond James Financial Services Advisors
Florida
-18,677 Closed