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

23 hedge funds and large institutions have $24.6M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $20.4M → $24.6M (+$4.14M)

5% more funds holding

Funds holding: 2223 (+1)

0.17% more ownership

Funds ownership: 55.85%56.01% (+0.17%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.93M +$41.5K +1,325 +0.4%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.06M +$3.03M +96,752 +9,467%
KPWS
3
Kestra Private Wealth Services
Texas
$2.37M +$2.37M +75,743 New
LPL Financial
4
LPL Financial
California
$1.65M +$657K +20,972 +66%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.31M +$996K +31,804 +322%
Morgan Stanley
6
Morgan Stanley
New York
$1.01M +$263K +8,404 +35%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$977K +$501K +16,005 +105%
Goldman Sachs
8
Goldman Sachs
New York
$862K -$303K -9,689 -26%
MML Investors Services
9
MML Investors Services
Massachusetts
$853K +$18.5K +591 +2%
ASN
10
Advisory Services Network
Georgia
$502K +$232K +7,414 +86%
Citadel Advisors
11
Citadel Advisors
Florida
$495K -$104K -3,326 -17%
Bank of America
12
Bank of America
North Carolina
$427K +$22.5K +717 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$279K
AWE
14
Avidian Wealth Enterprises
Texas
$253K
LFF
15
Level Four Financial
Texas
$235K -$69.2K -2,211 -23%
Truist Financial
16
Truist Financial
North Carolina
$233K -$59.9K -1,913 -20%
MIM
17
MTM Investment Management
South Carolina
$65K
SB
18
Strategic Blueprint
Georgia
$14K +$14.1K +451 New
UBS Group
19
UBS Group
Switzerland
$13K +$13.4K +428 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$10K +$63 +2 +0.6%
Wells Fargo
21
Wells Fargo
California
$8K +$7.8K +249 +12,450%
TRCT
22
Tower Research Capital (TRC)
New York
$6K +$6.26K +200 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5K +$31 +1 +0.6%
SAM
24
Synergy Asset Management
Washington
-$4.6M -157,289 Closed
WAP
25
Wealthcare Advisory Partners
Pennsylvania
-$15K -500 Closed

DDIV Hedge Fund Activity: Q2 2021 in Review

23 of the 5,745 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 2021, worth a combined $24.6M — up 20% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DDIV positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.03M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.6M sold.

  • 23 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2021, up from 22 in Q1 2021.
  • Funds reported $24.6M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2021, up 20% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2021 and 3 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 Q2 2021 was Osaic Holdings, an estimated $3.03M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2021 was Synergy Asset Management, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2021.