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

27 hedge funds and large institutions have $29.8M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $21.7M → $29.8M (+$8.11M)

0.36% more ownership

Funds ownership: 61.48%61.84% (+0.36%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

21% less funds holding

Funds holding: 3427 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
27
Holders Change
-7
Holders Change %
-20.59%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.2M +$1.18M +42,749 +11%
LPL Financial
2
LPL Financial
California
$7.4M -$1.42M -51,591 -16%
SPIA
3
Steward Partners Investment Advisory
New York
$2.23M +$59.7K +2,168 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.6M +$319K +11,607 +26%
Morgan Stanley
5
Morgan Stanley
New York
$808K -$67.7K -2,460 -8%
Citadel Advisors
6
Citadel Advisors
Florida
$703K -$119K -4,321 -15%
Bank of America
7
Bank of America
North Carolina
$700K -$181K -6,590 -21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$628K -$262K -9,524 -30%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$586K -$12.6K -458 -2%
CAN
10
Cetera Advisor Networks
California
$501K +$8.67K +315 +2%
JWCA
11
J.W. Cole Advisors
Florida
$384K -$178K -6,467 -32%
PFS
12
Prospera Financial Services
Texas
$375K +$10.7K +390 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$349K +$328K +11,917 +3,056%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$347K -$97.4K -3,538 -22%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$279K -$17K -616 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$237K +$10.2K +369 +5%
RJA
17
Raymond James & Associates
Florida
$204K -$7.18K -261 -4%
UBS Group
18
UBS Group
Switzerland
$80.3K +$62.4K +2,269 +402%
RIA
19
Realta Investment Advisors
Delaware
$74.6K +$72.4K +2,632 New
MIM
20
MTM Investment Management
South Carolina
$59K
GRP
21
Global Retirement Partners
California
$23.3K
Wells Fargo
22
Wells Fargo
California
$20.5K
PTC
23
Private Trust Company
Ohio
$17.6K -$1.01M -36,649 -98%
NA
24
NewEdge Advisors
Louisiana
$10.5K
NFSG
25
Newbridge Financial Services Group
Florida
$7.08K

DDIV Hedge Fund Activity: Q2 2023 in Review

27 of the 6,369 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 2023, worth a combined $29.8M — up 37% from $21.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DDIV and 1 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.18M. The largest seller was LPL Financial, cutting an estimated $1.42M.

  • 27 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2023, down from 34 in Q1 2023.
  • Funds reported $29.8M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2023, up 37% quarter-over-quarter.
  • 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2023 and 8 closed out, a net change of -7 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $1.18M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2023 was LPL Financial, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2023.