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

26 hedge funds and large institutions have $25.3M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2526 (+1)

2% more capital invested

Capital invested by funds: $24.8M → $25.3M (+$457K)

0.14% less ownership

Funds ownership: 59.56%59.42% (-0.14%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.7M +$121K +4,259 +1%
LPL Financial
2
LPL Financial
California
$3.24M -$191K -6,710 -6%
SPIA
3
Steward Partners Investment Advisory
New York
$2.32M -$51.8K -1,823 -2%
Goldman Sachs
4
Goldman Sachs
New York
$1.37M
Morgan Stanley
5
Morgan Stanley
New York
$1.21M +$383K +13,486 +51%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.01M +$245K +8,615 +35%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$612K +$24.8K +872 +5%
PFS
8
Prospera Financial Services
Texas
$514K +$116K +4,083 +32%
Bank of America
9
Bank of America
North Carolina
$333K -$26.4K -931 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$272K -$16.9K -596 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$261K
VCM
12
Virtue Capital Management
Tennessee
$256K +$242K +8,519 New
RJA
13
Raymond James & Associates
Florida
$241K +$225K +7,914 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$226K -$1.7K -60 -0.8%
KAS
15
Kestra Advisory Services
Texas
$224K +$210K +7,385 New
LFAS
16
Level Four Advisory Services
Texas
$212K -$8.89K -313 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$171K -$125K -4,393 -44%
MIM
18
MTM Investment Management
South Carolina
$63.3K
UBS Group
19
UBS Group
Switzerland
$43.1K +$40.2K +1,417 New
ASN
20
Advisory Services Network
Georgia
$20.8K +$19.4K +684 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12K -$135K -4,761 -92%
NA
22
NewEdge Advisors
Louisiana
$10.3K -$824 -29 -8%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5.5K +$57 +2 +1%
T
24
Tidemark
California
$4.56K +$4.26K +150 New
GWM
25
Geneos Wealth Management
Colorado
$3.04K

DDIV Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 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 2023, worth a combined $25.3M — up 1.8% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DDIV positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $383K. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $1.7M sold.

  • 26 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $25.3M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2023 and 5 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 2023 was Morgan Stanley, an estimated $383K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2023 was Kesler Norman & Wride, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.