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First Trust Dorsey Wright Momentum & Low Volatility ETF

22 hedge funds and large institutions have $26.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
7
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
$7.03M 211,916 -45,001 -18%
Morgan Stanley
2
Morgan Stanley
New York
$4.64M 140,101 +649 +0.5%
RJA
3
Raymond James & Associates
Florida
$4.64M 140,022 +2,850 +2%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.49M 75,069 +75,069 New
PAG
5
Private Advisory Group
Washington
$1.5M 45,349 -3,357 -7%
LPL Financial
6
LPL Financial
California
$1.21M 36,551 -8,380 -19%
Citadel Advisors
7
Citadel Advisors
Florida
$1.07M 32,221 +15,607 +94%
PFS
8
Prospera Financial Services
Texas
$641K 19,333 -1,910 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$462K 13,945 +1,714 +14%
Comerica Bank
10
Comerica Bank
Texas
$408K 12,300
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$384K 11,584 -34,410 -75%
MIM
12
MTM Investment Management
South Carolina
$357K 10,693
AF
13
Allworth Financial
California
$306K 9,218
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$291K 8,766 +1,143 +15%
SPC
15
Sigma Planning Corp
Michigan
$264K 7,953
CIA
16
Concurrent Investment Advisors
Florida
$259K 7,806 -67 -0.9%
WCG
17
Weaver Consulting Group
California
$253K 7,619
Bank of America
18
Bank of America
North Carolina
$206K 6,216 +459 +8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$112K 3,387 -1,649 -33%
SWM
20
Spire Wealth Management
Virginia
$9.12K 275 +275 New
TRCT
21
Tower Research Capital (TRC)
New York
$6.86K 207 -10 -5%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.39K 72
Wells Fargo
23
Wells Fargo
California
-1 Closed
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
-206,860 Closed
SA
25
Sanctuary Advisors
Indiana
-8,758 Closed