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

37 hedge funds and large institutions have $44.4M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

9% more funds holding

Funds holding: 3437 (+3)

3.42% more ownership

Funds ownership: 62.44%65.87% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $44.6M → $44.4M (-$196K)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1
Engrave Wealth Partners
Texas
$11.6M -$94K -3,103 -0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.62M +$435K +14,357 +4%
LPL Financial
3
LPL Financial
California
$6.19M -$572K -18,888 -8%
SPIA
4
Steward Partners Investment Advisory
New York
$1.67M +$82.6K +2,727 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.6M +$1.56M +51,393 +644%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.37M -$59.4K -1,961 -4%
Bank of America
7
Bank of America
North Carolina
$1.28M +$106K +3,499 +8%
Morgan Stanley
8
Morgan Stanley
New York
$1.17M -$23.2K -767 -2%
PAG
9
Private Advisory Group
Washington
$1.02M +$1.14M +37,744 New
PTC
10
Private Trust Company
Ohio
$1M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$989K +$1.11M +36,734 New
Goldman Sachs
12
Goldman Sachs
New York
$930K +$425K +14,030 +68%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$612K +$584K +19,270 +563%
IA
14
Insight Advisors
Pennsylvania
$518K +$32K +1,056 +6%
JWCA
15
J.W. Cole Advisors
Florida
$482K +$23.3K +770 +4%
Jane Street
16
Jane Street
New York
$482K +$543K +17,907 New
ASN
17
Advisory Services Network
Georgia
$443K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$437K -$3.45K -114 -0.7%
CAN
19
Cetera Advisor Networks
California
$424K +$19.6K +647 +4%
WCM
20
WealthBridge Capital Management
Ohio
$359K
PFS
21
Prospera Financial Services
Texas
$348K +$300K +9,915 +328%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$319K
PAG
23
Private Advisor Group
New Jersey
$304K -$825K -27,234 -71%
UBS Group
24
UBS Group
Switzerland
$253K +$285K +9,408 New
AWE
25
Avidian Wealth Enterprises
Texas
$231K

DDIV Hedge Fund Activity: Q3 2022 in Review

37 of the 5,805 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 Q3 2022, worth a combined $44.4M — down 0.44% from $44.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DDIV positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.56M. The largest seller was Osaic Holdings, cutting an estimated $995K.

  • 37 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q3 2022, up from 34 in Q2 2022.
  • Funds reported $44.4M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q3 2022, down 0.44% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q3 2022 and 5 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 Q3 2022 was Citadel Advisors, an estimated $1.56M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q3 2022 was Osaic Holdings, an estimated $995K sold.

Based on aggregated 13F filings for Q3 2022.