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

21 hedge funds and large institutions have $15.9M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

31% more funds holding

Funds holding: 16 → 21 (+5)

8.4% more ownership

Funds ownership: 49.92% → 58.32% (+8.4%)

8% more capital invested

Capital invested by funds: $14.7M → $15.9M (+$1.21M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$209K
2
ASN
Advisory Services Network
Georgia
+$93.8K
3
Morgan Stanley
Morgan Stanley
New York
+$83.2K
4
PAG
Private Advisory Group
Washington
+$74.4K
5
Truist Financial
Truist Financial
North Carolina
+$3.53K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$462K
4
Citadel Advisors
Citadel Advisors
Florida
-$361K
5
LPL Financial
LPL Financial
California
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.59M -$462K -19,917 -5%
MAG
2
MRA Advisory Group
New Jersey
$2.33M +$2.18M +93,805 New
LPL Financial
3
LPL Financial
California
$801K -$281K -12,123 -27%
Bank of America
4
Bank of America
North Carolina
$484K -$1.63M -70,032 -78%
PAG
5
Private Advisory Group
Washington
$471K +$74.4K +3,204 +20%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$441K -$1.07M -45,941 -72%
Morgan Stanley
7
Morgan Stanley
New York
$350K +$83.2K +3,582 +34%
MML Investors Services
8
MML Investors Services
Massachusetts
$282K -$215K -9,238 -45%
LFF
9
Level Four Financial
Texas
$265K +$248K +10,674 New
Truist Financial
10
Truist Financial
North Carolina
$245K +$3.53K +152 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$224K +$209K +9,009 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$192K -$161K -6,950 -47%
ASN
13
Advisory Services Network
Georgia
$100K +$93.8K +4,038 New
MIM
14
MTM Investment Management
South Carolina
$52K +$48.3K +2,081 New
Osaic Holdings
15
Osaic Holdings
Arizona
$49K +$186 +8 +0.4%
UBS Group
16
UBS Group
Switzerland
$35K -$59.9K -2,581 -65%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$8K -$743 -32 -9%
CFGS
18
Concourse Financial Group Securities
Alabama
$6K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$4K +$46 +2 +1%
Citadel Advisors
20
Citadel Advisors
Florida
– -$361K -17,118 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
– +$23 +1 New

DDIV Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 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 2020, worth a combined $15.9M — up 8.2% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DDIV positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $209K. The largest seller was Bank of America, cutting an estimated $1.63M.

  • 21 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $15.9M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2020, up 8.2% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2020 and 1 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 Q4 2020 was Janney Montgomery Scott, an estimated $209K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2020 was Bank of America, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2020.