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

36 hedge funds and large institutions have $44.3M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 65.87%66.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $44.4M → $44.3M (-$111K)

3% less funds holding

Funds holding: 3736 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1
Engrave Wealth Partners
Texas
$12.6M +$33.9K +1,164 +0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.8M +$563K +19,339 +5%
LPL Financial
3
LPL Financial
California
$7.82M +$1.27M +43,710 +19%
SPIA
4
Steward Partners Investment Advisory
New York
$1.74M -$37.6K -1,291 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.38M -$79.8K -2,741 -5%
PAG
6
Private Advisory Group
Washington
$1.31M +$232K +7,968 +21%
Morgan Stanley
7
Morgan Stanley
New York
$1.15M -$96.3K -3,306 -8%
PTC
8
Private Trust Company
Ohio
$1.07M
Bank of America
9
Bank of America
North Carolina
$966K -$402K -13,811 -29%
Citadel Advisors
10
Citadel Advisors
Florida
$663K -$1.05M -36,208 -61%
JWCA
11
J.W. Cole Advisors
Florida
$521K +$9.12K +313 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$497K -$154K -5,302 -23%
CAN
13
Cetera Advisor Networks
California
$496K +$46K +1,580 +10%
PFS
14
Prospera Financial Services
Texas
$346K -$24.4K -839 -6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$339K
IA
16
Insight Advisors
Pennsylvania
$324K -$226K -7,751 -40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$292K +$297K +10,197 New
KPWS
18
Kestra Private Wealth Services
Texas
$290K +$296K +10,147 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$285K -$182K -6,249 -39%
AWE
20
Avidian Wealth Enterprises
Texas
$245K
MCC
21
Money Concepts Capital
Florida
$234K +$233K +7,983 +3,820%
ASN
22
Advisory Services Network
Georgia
$227K -$248K -8,501 -52%
RJA
23
Raymond James & Associates
Florida
$219K +$223K +7,657 New
UBS Group
24
UBS Group
Switzerland
$169K -$102K -3,511 -37%
Osaic Holdings
25
Osaic Holdings
Arizona
$96K -$15.2K -523 -13%

DDIV Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 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 2022, worth a combined $44.3M — down 0.25% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DDIV and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $1.27M. The largest seller was Citadel Advisors, cutting an estimated $1.05M.

  • 36 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2022, down from 37 in Q3 2022.
  • Funds reported $44.3M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2022, down 0.25% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2022 and 8 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 Q4 2022 was LPL Financial, an estimated $1.27M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.