We are live on ! Find out more
DDIV icon

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

34 hedge funds and large institutions have $21.7M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

5.39% less ownership

Funds ownership: 66.87%61.48% (-5.4%)

6% less funds holding

Funds holding: 3634 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

51% less capital invested

Capital invested by funds: $44.3M → $21.7M (-$22.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
12
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.67M +$1.14M +39,375 +14%
SPIA
2
Steward Partners Investment Advisory
New York
$2.12M +$457K +15,722 +26%
Goldman Sachs
3
Goldman Sachs
New York
$1.25M +$1.31M +45,016 New
IWM
4
IHT Wealth Management
Illinois
$1.08M +$1.13M +38,850 New
PTC
5
Private Trust Company
Ohio
$1.03M
RJFSA
6
Raymond James Financial Services Advisors
Florida
$878K -$477K -16,424 -34%
Bank of America
7
Bank of America
North Carolina
$868K -$71.3K -2,456 -7%
Morgan Stanley
8
Morgan Stanley
New York
$858K -$269K -9,248 -23%
Citadel Advisors
9
Citadel Advisors
Florida
$808K +$173K +5,967 +26%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$586K +$269K +9,278 +78%
JWCA
11
J.W. Cole Advisors
Florida
$555K +$52.8K +1,817 +10%
CAN
12
Cetera Advisor Networks
California
$481K +$871 +30 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$437K +$458K +15,774 New
PFS
14
Prospera Financial Services
Texas
$356K +$21.2K +730 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$290K +$13.7K +472 +5%
AWE
16
Avidian Wealth Enterprises
Texas
$238K
IA
17
Insight Advisors
Pennsylvania
$232K -$90K -3,099 -27%
Osaic Holdings
18
Osaic Holdings
Arizona
$221K +$134K +4,600 +136%
EWP
19
Engrave Wealth Partners
Texas
$212K -$12.3M -422,693 -98%
RJA
20
Raymond James & Associates
Florida
$207K -$5.87K -202 -3%
ASN
21
Advisory Services Network
Georgia
$110K -$116K -3,988 -50%
MIM
22
MTM Investment Management
South Carolina
$57.7K
GRP
23
Global Retirement Partners
California
$22.4K -$4.44K -153 -16%
Wells Fargo
24
Wells Fargo
California
$20.1K
IA
25
IFP Advisors
Florida
$19.1K +$348 +12 +2%

DDIV Hedge Fund Activity: Q1 2023 in Review

34 of the 6,275 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 Q1 2023, worth a combined $21.7M — down 51% from $44.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DDIV and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.31M. The largest seller was Engrave Wealth Partners, cutting an estimated $12.3M.

  • 34 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $21.7M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q1 2023, down 51% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q1 2023 and 6 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 Q1 2023 was Goldman Sachs, an estimated $1.31M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q1 2023 was Engrave Wealth Partners, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2023.