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First Trust Dorsey Wright Momentum & Low Volatility ETF
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Overview Fund Activity

36 hedge funds and large institutions have $54.5M invested in First Trust Dorsey Wright Momentum & Low Volatility ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$4.91M
2
Morgan Stanley
Morgan Stanley
New York
$11.3M
3
BIG
Brookwood Investment Group
Arizona
$2.41M
4
NP
Nilsine Partners
Colorado
$1.37M
5
Raymond James Financial
Raymond James Financial
Florida
$6.36M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.32M
2
ASN
Advisory Services Network
Georgia
$0
3
PAG
Private Advisory Group
Washington
$1.12M
4
UBS Group
UBS Group
Switzerland
$140K
5
Citadel Advisors
Citadel Advisors
Florida
$770K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.3M +$2.92M +83,154 +35%
VWS
2
Virtus Wealth Solutions
New Jersey
$7.17M -$4.88K -139 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$6.36M +$956K +27,245 +18%
LPL Financial
4
LPL Financial
California
$4.91M +$2.97M +84,515 +152%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.32M -$2.14M -60,966 -33%
FFA
6
Farther Finance Advisors
California
$2.7M +$71.9K +2,048 +3%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.65M +$46.2K +1,316 +2%
BIG
8
Brookwood Investment Group
Arizona
$2.41M +$2.41M +68,728 New
NP
9
Nilsine Partners
Colorado
$1.37M +$1.37M +39,030 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.24M +$66.2K +1,886 +6%
PAG
11
Private Advisory Group
Washington
$1.12M -$213K -6,074 -16%
PFS
12
Prospera Financial Services
Texas
$921K +$93.3K +2,657 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$880K +$819K +23,326 +1,345%
Citadel Advisors
14
Citadel Advisors
Florida
$770K -$52.7K -1,500 -6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$767K +$413K +11,769 +117%
Two Sigma Investments
16
Two Sigma Investments
New York
$765K +$765K +21,800 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$626K +$225K +6,409 +56%
SPC
18
Sigma Planning Corp
Michigan
$480K +$171K +4,875 +55%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$437K +$437K +12,460 New
Comerica Bank
20
Comerica Bank
Texas
$426K -$3.65K -104 -0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$402K -$18.6K -549 -4%
MIM
22
MTM Investment Management
South Carolina
$375K – – –
AF
23
Allworth Financial
California
$324K +$35 +1 +0%
CIA
24
Concurrent Investment Advisors
Florida
$274K -$12.3K -349 -4%
WCG
25
Weaver Consulting Group
California
$267K – – –
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