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

34 hedge funds and large institutions have $44.6M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

10% more funds holding

Funds holding: 3134 (+3)

1% more ownership

Funds ownership: 61.44%62.44% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $45.4M → $44.6M (-$801K)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1
Engrave Wealth Partners
Texas
$12.6M -$50.6K -1,574 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.97M +$183K +5,681 +2%
LPL Financial
3
LPL Financial
California
$7.24M +$1.01M +31,568 +15%
SPIA
4
Steward Partners Investment Advisory
New York
$1.73M +$1.91M +59,355 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.54M -$68.3K -2,126 -4%
Morgan Stanley
6
Morgan Stanley
New York
$1.29M +$559K +17,386 +65%
Bank of America
7
Bank of America
North Carolina
$1.28M +$457K +14,212 +48%
PAG
8
Private Advisor Group
New Jersey
$1.12M +$482K +14,990 +64%
PTC
9
Private Trust Company
Ohio
$1.08M +$1.2M +37,269 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.07M -$214K -6,670 -15%
Goldman Sachs
11
Goldman Sachs
New York
$597K +$659K +20,522 New
IA
12
Insight Advisors
Pennsylvania
$557K +$236K +7,341 +68%
JWCA
13
J.W. Cole Advisors
Florida
$498K +$163K +5,059 +42%
ASN
14
Advisory Services Network
Georgia
$479K +$5.08K +158 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$476K +$25.2K +784 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$468K -$19.4K -605 -4%
CAN
17
Cetera Advisor Networks
California
$439K +$29.8K +927 +7%
KA
18
Kovack Advisors
Florida
$410K -$77.8K -2,422 -15%
WCM
19
WealthBridge Capital Management
Ohio
$359K +$396K +12,325 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$354K +$96.4K +3,000 +34%
AWE
21
Avidian Wealth Enterprises
Texas
$250K +$16.1K +500 +6%
WWM
22
Western Wealth Management
Colorado
$232K
Citadel Advisors
23
Citadel Advisors
Florida
$232K +$256K +7,979 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$99K +$77.1K +2,398 +234%
PFS
25
Prospera Financial Services
Texas
$88K +$97.2K +3,025 New

DDIV Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 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 2022, worth a combined $44.6M — down 1.8% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DDIV positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $1.91M. The largest seller was Private Advisory Group, exiting entirely with an estimated $1.11M sold.

  • 34 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2022, up from 31 in Q1 2022.
  • Funds reported $44.6M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2022 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q2 2022 was Steward Partners Investment Advisory, an estimated $1.91M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2022 was Private Advisory Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2022.