We are live on ! Find out more
DDIV icon

First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV

36 hedge funds and large institutions have $44.3M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 65.87% → 66.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $44.4M → $44.3M (-$111K)

3% less funds holding

Funds holding: 37 → 36 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
11
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.27M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$563K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$297K
4
KPWS
Kestra Private Wealth Services
Texas
+$296K
5
MCC
Money Concepts Capital
Florida
+$233K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$989K
3
Goldman Sachs
Goldman Sachs
New York
-$930K
4
Jane Street
Jane Street
New York
-$482K
5
Bank of America
Bank of America
North Carolina
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$66.4K +$16.3K +561 +32%
MIM
27
MTM Investment Management
South Carolina
$59.5K – – –
GRP
28
Global Retirement Partners
California
$27.9K +$28.4K +976 New
Wells Fargo
29
Wells Fargo
California
$20.7K +$29 +1 +0.1%
IA
30
IFP Advisors
Florida
$19K +$175 +6 +0.8%
CA
31
CoreCap Advisors
Michigan
$12.3K +$12.5K +430 New
NFSG
32
Newbridge Financial Services Group
Florida
$7.15K -$14.6K -500 -67%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$5K +$87 +3 +2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$5K +$6.09K +209 New
GWM
35
Geneos Wealth Management
Colorado
$2.86K – – –
NA
36
NewEdge Advisors
Louisiana
$2.59K +$13.4K +459 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$989K -36,734 Closed
Goldman Sachs
38
Goldman Sachs
New York
– -$930K -34,552 Closed
Jane Street
39
Jane Street
New York
– -$482K -17,907 Closed
WCM
40
WealthBridge Capital Management
Ohio
– -$359K -12,325 Closed
PAG
41
Private Advisor Group
New Jersey
– -$304K -11,276 Closed
WWM
42
Western Wealth Management
Colorado
– -$216K -8,000 Closed
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
– -$213K -7,904 Closed
M
44
MOTCO
Texas
– -$59K -2,189 Closed
1
2

DDIV Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 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 Q4 2022, worth a combined $44.3M — down 0.25% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DDIV and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was Citadel Advisors, cutting an estimated $1.05M.

  • 36 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2022, down from 37 in Q3 2022.
  • Funds reported $44.3M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2022, down 0.25% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2022 and 8 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q4 2022 was LPL Financial, an estimated $1.27M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.