First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
34 hedge funds and large institutions have $44.6M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more funds holding
Funds holding: 31 → 34 (+3)
1% more ownership
Funds ownership: 61.44% → 62.44% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $45.4M → $44.6M (-$801K)
Top Buyers
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.91M |
| 2 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$1.2M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 4 |
Goldman Sachs
New York
|
+$659K |
| 5 |
Morgan Stanley
New York
|
+$559K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
26
MTM Investment Management
Spartanburg,
South Carolina
| $61K | – | – | – |
|
|
NFSG
27
Newbridge Financial Services Group
Boca Raton,
Florida
| $22K | – | – | – |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $13K | +$13.8K | +430 | New |
|
29
Wells Fargo
San Francisco,
California
| $7K | -$32 | -1 | -0.4% |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| $6K | -$247K | -7,697 | -97% |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$64 | +2 | +1% |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $3K | +$353 | +11 | +11% |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $2K | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $1K | -$161 | -5 | -13% |
|
|
PAG
35
Private Advisory Group
Redmond,
Washington
| – | -$1.11M | -33,230 | Closed |
|
|
CCA
36
Cottonwood Capital Advisors
Salt Lake City,
Utah
| – | -$216K | -6,425 | Closed |
|
|
LFAS
37
Level Four Advisory Services
Dallas,
Texas
| – | -$203K | -6,051 | Closed |
|
DDIV Hedge Fund Activity: Q2 2022 in Review
34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) for Q2 2022, worth a combined $44.6M — down 1.8% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DDIV positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $1.91M. The largest seller was Private Advisory Group, exiting entirely with an estimated $1.11M sold.
- 34 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2022, up from 31 in Q1 2022.
- Funds reported $44.6M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
- 7 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2022 and 4 closed out, a net change of +3 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q2 2022 was Steward Partners Investment Advisory, an estimated $1.91M added.
- The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2022 was Private Advisory Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2022.