First Trust Dorsey Wright Momentum & Value ETF (DVLU)

• Market cap: $26.3M
• 1 day: 0.77%
• 5 days: 1.74%
• 1 month: -7.24%
• 3 months: -13.87%
• 6 months: -17.89%
• Year to date: -9.64%
• 1 year: -5.91%
• 5 years: 103.72%
• 10 years: 32.89%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

37% more capital invested

Capital invested by funds: $16.7M [Q3] → $22.8M (+$6.12M) [Q4]

26.74% more ownership

Funds ownership: 51.66% [Q3] → 78.4% (+26.74%) [Q4]

6% more funds holding

Funds holding: 16 [Q3] → 17 (+1) [Q4]

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7