We are live on ! Find out more
DDIV icon

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

15 hedge funds and large institutions have $13.9M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.48% less ownership

Funds ownership: 53.99%46.51% (-7.5%)

18% less capital invested

Capital invested by funds: $16.9M → $13.9M (-$3.06M)

25% less funds holding

Funds holding: 2015 (-5)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
15
Holders Change
-5
Holders Change %
-25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$8.14M +$94.3K +4,886 +1%
Bank of America
2
Bank of America
North Carolina
$1.79M -$200K -10,355 -10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$965K +$565K +29,235 +151%
LPL Financial
4
LPL Financial
California
$851K -$3.94M -204,004 -83%
Citadel Advisors
5
Citadel Advisors
Florida
$617K +$600K +31,067 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$571K +$56K +2,902 +11%
MIAN
7
Mariner Independent Advisor Network
Kansas
$369K -$362K -18,761 -51%
Truist Financial
8
Truist Financial
North Carolina
$222K -$107K -5,564 -33%
Morgan Stanley
9
Morgan Stanley
New York
$216K -$118K -6,114 -36%
Osaic Holdings
10
Osaic Holdings
Arizona
$67K +$6.45K +334 +11%
CAN
11
Cetera Advisor Networks
California
$47K +$45.9K +2,378 New
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$12K -$204K -10,559 -95%
CFGS
13
Concourse Financial Group Securities
Alabama
$4K -$5.02K -260 -55%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$3K +$39 +2 +1%
AWM
15
Affinity Wealth Management
Delaware
-$766K -40,179 Closed
RJA
16
Raymond James & Associates
Florida
-$234K -13,081 Closed
SPIA
17
Steward Partners Investment Advisory
New York
-$115K -6,462 Closed
AIC
18
Ameritas Investment Company
Nebraska
-$22K -1,289 Closed
UBS Group
19
UBS Group
Switzerland
-$14K -790 Closed
TRCT
20
Tower Research Capital (TRC)
New York
-$10K -585 Closed

DDIV Hedge Fund Activity: Q2 2020 in Review

15 of the 4,877 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 2020, worth a combined $13.9M — down 18% from $16.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DDIV and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $600K. The largest seller was LPL Financial, cutting an estimated $3.94M.

  • 15 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2020, down from 20 in Q1 2020.
  • Funds reported $13.9M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2020, down 18% quarter-over-quarter.
  • 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2020 and 7 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q2 2020 was Citadel Advisors, an estimated $600K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2020 was LPL Financial, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2020.