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Get Institutions for : 
First Trust Dorsey Wright Momentum & Low Vol Etf (DVOL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    0
Total shares held : 
 1,228,482  
% of shares held : 
 23.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -452,577  
% of shares held change : 
   -8.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 24,777
 2.02%
 
Increased Positions :
1
 399
 0.03%
 
Unchanged Positions :
5
 23,790
 1.94%
 
Decreased Positions :
16
-420,081
-34.2%
 
Closed Positions :
4
-57,672
-4.69%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 308 - 2024-03-31 289,294 $8,841,000 -133,336
   COMMONWEALTH EQUITY SERVICES LLC. 967 - 2023-12-31 227,605 $6,220,000 -197,281
   RAYMOND JAMES & ASSOCIATES 1700 - 2024-03-31 137,874 $4,213,000 -14,295
   MORGAN STANLEY 4030 - 2023-12-31 135,694 $3,708,000 -9,852
   Private Advisory Group LLC 88 - 2023-12-31 45,049 $1,231,000 -8,419
   LPL FINANCIAL CORP 2883 - 2023-12-31 42,162 $1,152,000 -3,904
   CITADEL ADVISORS LLC 3048 - 2023-12-31 32,215 $880,000 -1,354
   PROSPERA FINANCIAL SERVICES 593 - 2023-12-31 22,400 $612,000 -13,232
   ROYAL BANK OF CANADA 3643 - 2023-12-31 18,525 $506,000 399
   HARVEST GROUP WEALTH MANAGEMENT LLC 38 - 2023-03-31 17,416 $445,000 -3,753
   KESTRA PRIVATE WEALTH SERVICES LLC 817 *New 2023-12-31 14,455 $395,000 14,455
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 801 - 2023-12-31 13,322 $364,000 -12,753
   COMERICA BANK 2020 - 2023-12-31 13,024 $356,000 0
   MTM Investment Management LLC 146 - 2024-03-31 10,693 $327,000 0
   FLOW TRADERS U.S. LLC 578 - 2023-12-31 11,181 $306,000 -1,021
   Advisor Group Holdings Inc. 3563 - 2023-12-31 11,189 $306,000 -1,566
   HANSON MCCLAIN, INC. 682 - 2024-03-31 9,218 $282,000 0
   GOLDMAN SACHS GROUP INC/ 4123 *New 2023-12-31 9,014 $246,000 9,014
   BANK OF AMERICA CORP /DE/ 4907 - 2023-12-31 8,935 $244,000 -98
   Weaver Consulting Group 176 - 2024-03-31 7,769 $237,000 -694
   ADVISORY SERVICES NETWORK, LLC 2257 *New 2023-12-31 1,105 $30,000 1,105
   ICA Group Wealth Management LLC 729 - 2023-12-31 750 $20,000 750
   UBS Group AG 5972 - 2023-12-31 481 $13,000 -1,822
   TOWER RESEARCH CAPITAL LLC 4787 *New 2023-12-31 203 $6,000 203
   Register Financial Advisors LLC 651 - 2024-03-31 100 $3,000 100
   FMR LLC 4476 - 2023-12-31 72 $2,000 0
   Sigma Planning Corp 946 *Closed 2023-12-31 0 $0 -8,397
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3387 *Closed 2024-03-31 0 $0 -18,677
   WELLS FARGO & CO/MN 6328 - 2023-12-31 1 $0 0
   PROEQUITIES INC. 9588 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6614 *Closed 2023-12-31 0 $0 -34,183
  31 Records found
  1    
  Page 1 of 1
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