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First Trust Dorsey Wright Momentum & Low Volatility ETF

27 hedge funds and large institutions have $30.8M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
13
Closed
1
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
$7.78M 256,917 -32,377 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.26M 206,860 -8,392 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.22M 139,452 +2,630 +2%
RJA
4
Raymond James & Associates
Florida
$4.15M 137,172 -702 -0.5%
PAG
5
Private Advisory Group
Washington
$1.47M 48,706 +1,773 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.39M 45,994 +23,902 +108%
LPL Financial
7
LPL Financial
California
$1.36M 44,931 -7,109 -14%
PFS
8
Prospera Financial Services
Texas
$643K 21,243 -296 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$503K 16,614 -14,346 -46%
Comerica Bank
10
Comerica Bank
Texas
$372K 12,300 -724 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$370K 12,231 +732 +6%
MIM
12
MTM Investment Management
South Carolina
$324K 10,693
AF
13
Allworth Financial
California
$285K 9,218
SA
14
Sanctuary Advisors
Indiana
$259K 8,758 +8,758 New
SPC
15
Sigma Planning Corp
Michigan
$241K 7,953 -22 -0.3%
CIA
16
Concurrent Investment Advisors
Florida
$238K 7,873 +7,873 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$231K 7,623 -500 -6%
WCG
18
Weaver Consulting Group
California
$231K 7,619 -150 -2%
Bank of America
19
Bank of America
North Carolina
$174K 5,757 -2,654 -32%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$153K 5,036 -1,837 -27%
BlackRock
21
BlackRock
New York
$59.6K 1,968 +1,968 New
IAIM
22
International Assets Investment Management
Florida
$24.2K 800 +800 New
TRCT
23
Tower Research Capital (TRC)
New York
$6.57K 217 -4 -2%
UBS Group
24
UBS Group
Switzerland
$4.48K 148 +69 +87%
RFA
25
Register Financial Advisors
Georgia
$3.03K 100