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

25 hedge funds and large institutions have $24.8M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.28% less ownership

Funds ownership: 61.84%59.56% (-2.3%)

7% less funds holding

Funds holding: 2725 (-2)

17% less capital invested

Capital invested by funds: $29.8M → $24.8M (-$4.97M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

67% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 12

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.4M -$487K -16,975 -4%
LPL Financial
2
LPL Financial
California
$3.14M -$4.25M -148,072 -57%
SPIA
3
Steward Partners Investment Advisory
New York
$2.18M -$11.1K -386 -0.5%
KNW
4
Kesler Norman & Wride
Utah
$1.7M +$1.75M +61,096 New
Goldman Sachs
5
Goldman Sachs
New York
$1.25M -$333K -11,607 -20%
Morgan Stanley
6
Morgan Stanley
New York
$729K -$64.6K -2,252 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$685K +$356K +12,415 +101%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$535K -$40.7K -1,419 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$532K -$86.9K -3,029 -14%
Citadel Advisors
10
Citadel Advisors
Florida
$420K -$278K -9,696 -39%
PFS
11
Prospera Financial Services
Texas
$356K -$11.3K -394 -3%
Bank of America
12
Bank of America
North Carolina
$331K -$367K -12,809 -52%
Osaic Holdings
13
Osaic Holdings
Arizona
$279K +$48K +1,675 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$265K -$8.2K -286 -3%
HighTower Advisors
15
HighTower Advisors
Illinois
$238K +$246K +8,579 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$208K +$215K +7,488 New
LFAS
17
Level Four Advisory Services
Texas
$202K +$209K +7,286 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$143K -$205K -7,156 -58%
RIA
19
Realta Investment Advisors
Delaware
$74.6K
MIM
20
MTM Investment Management
South Carolina
$57.8K
Wells Fargo
21
Wells Fargo
California
$23.7K +$3.61K +126 +17%
AssetMark Inc
22
AssetMark Inc
California
$13.9K +$14.4K +501 New
NA
23
NewEdge Advisors
Louisiana
$10.3K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4.97K +$29 +1 +0.6%
GWM
25
Geneos Wealth Management
Colorado
$2.78K

DDIV Hedge Fund Activity: Q3 2023 in Review

25 of the 6,301 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 2023, worth a combined $24.8M — down 17% from $29.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DDIV and 5 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 4 added.

The largest buyer was Kesler Norman & Wride, opening a new position worth an estimated $1.75M. The largest seller was LPL Financial, cutting an estimated $4.25M.

  • 25 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q3 2023, down from 27 in Q2 2023.
  • Funds reported $24.8M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q3 2023, down 17% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q3 2023 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q3 2023 was Kesler Norman & Wride, an estimated $1.75M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q3 2023 was LPL Financial, an estimated $4.25M sold.

Based on aggregated 13F filings for Q3 2023.