First Trust Dorsey Wright Momentum & Value ETF (DVLU)

• Market cap: $29.4M
• 1 day: -0.24%
• 5 days: 0.17%
• 1 month: -6.77%
• 3 months: -4.52%
• 6 months: 6.42%
• Year to date: 1.00%
• 1 year: 13.45%
• 5 years: 50.28%
• 10 years: 48.53%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

23% more funds holding

Funds holding: 13 [Q2] → 16 (+3) [Q3]

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

30.57% less ownership

Funds ownership: 82.22% [Q2] → 51.66% (-30.57%) [Q3]

34% less capital invested

Capital invested by funds: $25.4M [Q2] → $16.7M (-$8.64M) [Q3]