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

22 hedge funds and large institutions have $20.4M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $15.9M → $20.4M (+$4.5M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more funds holding

Funds holding: 2122 (+1)

2.47% less ownership

Funds ownership: 58.32%55.85% (-2.5%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.23M -$1.93M -70,655 -18%
SAM
2
Synergy Asset Management
Washington
$4.6M +$4.3M +157,289 New
Goldman Sachs
3
Goldman Sachs
New York
$1.09M +$1.02M +37,201 New
LPL Financial
4
LPL Financial
California
$923K -$19.7K -719 -2%
MML Investors Services
5
MML Investors Services
Massachusetts
$779K +$417K +15,255 +134%
Morgan Stanley
6
Morgan Stanley
New York
$701K +$269K +9,848 +70%
Citadel Advisors
7
Citadel Advisors
Florida
$559K +$523K +19,122 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$444K +$204K +7,446 +96%
Bank of America
9
Bank of America
North Carolina
$378K -$180K -6,590 -34%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$289K +$270K +9,885 New
LFF
11
Level Four Financial
Texas
$284K -$26.5K -968 -9%
Truist Financial
12
Truist Financial
North Carolina
$274K -$13.7K -502 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$261K -$2.6K -95 -1%
ASN
14
Advisory Services Network
Georgia
$252K +$125K +4,579 +113%
AWE
15
Avidian Wealth Enterprises
Texas
$236K +$221K +8,079 New
MIM
16
MTM Investment Management
South Carolina
$61K
Osaic Holdings
17
Osaic Holdings
Arizona
$30K -$25.9K -949 -48%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$15K +$13.7K +500 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$9K +$27 +1 +0.3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$5K
FFA
21
Founders Financial Alliance
North Carolina
$1K +$820 +30 New
MAG
22
MRA Advisory Group
New Jersey
-$2.33M -93,805 Closed
PAG
23
Private Advisory Group
Washington
-$471K -18,962 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$441K -17,761 Closed
UBS Group
25
UBS Group
Switzerland
-$35K -1,405 Closed

DDIV Hedge Fund Activity: Q1 2021 in Review

22 of the 5,695 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 Q1 2021, worth a combined $20.4M — up 28% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DDIV positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $4.3M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $2.33M sold.

  • 22 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $20.4M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q1 2021, up 28% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q1 2021 and 6 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 Q1 2021 was Synergy Asset Management, an estimated $4.3M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q1 2021 was MRA Advisory Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2021.