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

20 hedge funds and large institutions have $31.5M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $28.3M → $31.5M (+$3.19M)

11% more funds holding

Funds holding: 1820 (+2)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

9.96% less ownership

Funds ownership: 67.71%57.75% (-10%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$15.1M +$6.62K +253 +0%
LPL Financial
2
LPL Financial
California
$6.01M +$5.38M +205,658 +1,004%
Truist Financial
3
Truist Financial
North Carolina
$4.25M +$4.19M +159,938 New
Bank of America
4
Bank of America
North Carolina
$2.9M -$1.91M -73,079 -40%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$860K +$847K +32,356 New
Morgan Stanley
6
Morgan Stanley
New York
$441K -$1.22M -46,775 -74%
Citadel Advisors
7
Citadel Advisors
Florida
$376K -$248K -9,464 -40%
SPC
8
Sigma Planning Corp
Michigan
$329K +$324K +12,381 New
Jane Street
9
Jane Street
New York
$268K -$1.16M -44,488 -82%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$229K +$226K +8,637 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$202K +$199K +7,613 New
SPIA
12
Steward Partners Investment Advisory
New York
$171K
GWM
13
Geneos Wealth Management
Colorado
$127K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$93K +$91.7K +3,505 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$66K +$24.9K +950 +62%
AG
16
Advisor Group
Arizona
$26K +$9.16K +350 +54%
CFGS
17
Concourse Financial Group Securities
Alabama
$13K -$23.4K -895 -65%
TRCT
18
Tower Research Capital (TRC)
New York
$6K +$4.63K +177 +354%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$4K +$52 +2 +1%
IA
20
IFP Advisors
Florida
-$25K -950 Closed
FAAS
21
First Allied Advisory Services
California
-$17K -655 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
-$10K -389 Closed
Wells Fargo
23
Wells Fargo
California
-$2.59K -99 -99%

DDIV Hedge Fund Activity: Q4 2019 in Review

20 of the 5,075 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 2019, worth a combined $31.5M — up 11% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DDIV positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.38M. The largest seller was Bank of America, cutting an estimated $1.91M.

  • 20 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2019, up from 18 in Q3 2019.
  • Funds reported $31.5M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2019 and 3 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 Q4 2019 was LPL Financial, an estimated $5.38M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2019 was Bank of America, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2019.