DVOL icon

First Trust Dorsey Wright Momentum & Low Volatility ETF

28 hedge funds and large institutions have $38.3M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.17M 241,062 +100,961 +72%
VWS
2
Virtus Wealth Solutions
New Jersey
$7M 206,526 +206,526 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$6.61M 195,083 -16,833 -8%
Raymond James Financial
4
Raymond James Financial
Florida
$5.01M 147,892 +147,892 New
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.53M 74,805 -264 -0.4%
Citadel Advisors
6
Citadel Advisors
Florida
$1.42M 41,988 +9,767 +30%
LPL Financial
7
LPL Financial
California
$1.35M 39,922 +3,371 +9%
PAG
8
Private Advisory Group
Washington
$1.26M 37,138 -8,211 -18%
PFS
9
Prospera Financial Services
Texas
$712K 20,999 +1,666 +9%
Comerica Bank
10
Comerica Bank
Texas
$417K 12,300
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$405K 11,956 +372 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$402K 11,864 -2,081 -15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$363K 10,726 +1,960 +22%
MIM
14
MTM Investment Management
South Carolina
$362K 10,693
UBS Group
15
UBS Group
Switzerland
$349K 10,314 +10,314 New
AF
16
Allworth Financial
California
$324K 9,218
CIA
17
Concurrent Investment Advisors
Florida
$276K 8,155 +349 +4%
SPC
18
Sigma Planning Corp
Michigan
$265K 7,813 -140 -2%
WCG
19
Weaver Consulting Group
California
$258K 7,619
GRP
20
Global Retirement Partners
California
$233K 6,870 +6,870 New
PTC
21
Private Trust Company
Ohio
$223K 6,578 +6,578 New
Bank of America
22
Bank of America
North Carolina
$208K 6,127 -89 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$117K 3,433 +46 +1%
FFA
24
Farther Finance Advisors
California
$34.7K 1,025 +1,025 New
SWM
25
Spire Wealth Management
Virginia
$9.32K 275