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

29 hedge funds and large institutions have $27.8M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

26% more capital invested

Capital invested by funds: $22.1M → $27.8M (+$5.68M)

4% more funds holding

Funds holding: 2829 (+1)

4.54% less ownership

Funds ownership: 55.81%51.28% (-4.5%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
6
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
$11.1M +$627K +18,935 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.48M -$402K -12,131 -14%
LPL Financial
3
LPL Financial
California
$1.73M +$25.6K +774 +2%
Goldman Sachs
4
Goldman Sachs
New York
$1.49M +$851K +25,677 +139%
IWM
5
IHT Wealth Management
Illinois
$1.34M +$1.31M +39,664 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.26M +$1.03M +31,030 +490%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.25M +$610K +18,416 +100%
Morgan Stanley
8
Morgan Stanley
New York
$930K +$31.3K +945 +4%
MML Investors Services
9
MML Investors Services
Massachusetts
$898K -$39.9K -1,203 -4%
Bank of America
10
Bank of America
North Carolina
$664K +$204K +6,170 +46%
ASN
11
Advisory Services Network
Georgia
$551K
FTUS
12
Flow Traders U.S.
New York
$540K +$22.4K +677 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$517K -$201K -6,056 -28%
KA
14
Kovack Advisors
Florida
$439K +$430K +12,976 New
CAN
15
Cetera Advisor Networks
California
$412K +$20.1K +606 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$347K -$184K -5,547 -35%
KPWS
17
Kestra Private Wealth Services
Texas
$323K +$1.36K +41 +0.4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$300K
AWE
19
Avidian Wealth Enterprises
Texas
$273K
Truist Financial
20
Truist Financial
North Carolina
$246K -$10.1K -305 -4%
CCA
21
Cottonwood Capital Advisors
Utah
$217K +$213K +6,425 New
LFAS
22
Level Four Advisory Services
Texas
$205K +$200K +6,051 New
UBS Group
23
UBS Group
Switzerland
$97K +$65.9K +1,988 +227%
MIM
24
MTM Investment Management
South Carolina
$70K
NFSG
25
Newbridge Financial Services Group
Florida
$25K +$8.28K +250 +50%

DDIV Hedge Fund Activity: Q4 2021 in Review

29 of the 6,498 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 2021, worth a combined $27.8M — up 26% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DDIV positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $1.31M. The largest seller was Royal Bank of Canada, cutting an estimated $492K.

  • 29 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2021, up from 28 in Q3 2021.
  • Funds reported $27.8M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2021, up 26% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2021 and 3 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q4 2021 was IHT Wealth Management, an estimated $1.31M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $492K sold.

Based on aggregated 13F filings for Q4 2021.