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

26 hedge funds and large institutions have $26.9M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $25.3M → $26.9M (+$1.6M)

1.34% more ownership

Funds ownership: 59.42%60.76% (+1.3%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.7M -$404K -12,990 -3%
LPL Financial
2
LPL Financial
California
$3.56M -$62.4K -2,004 -2%
SPIA
3
Steward Partners Investment Advisory
New York
$2.31M -$272K -8,753 -11%
Goldman Sachs
4
Goldman Sachs
New York
$1.53M
Citadel Advisors
5
Citadel Advisors
Florida
$879K +$803K +25,804 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$746K +$55.4K +1,780 +9%
Morgan Stanley
7
Morgan Stanley
New York
$651K -$642K -20,638 -52%
PFS
8
Prospera Financial Services
Texas
$565K -$9.93K -319 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$435K +$167K +5,352 +72%
Bank of America
10
Bank of America
North Carolina
$334K -$36.5K -1,171 -11%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$305K +$280 +9 +0.1%
HighTower Advisors
12
HighTower Advisors
Illinois
$293K
KAS
13
Kestra Advisory Services
Texas
$272K +$19.1K +612 +8%
RJA
14
Raymond James & Associates
Florida
$269K -$249 -8 -0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$232K +$200K +6,432 +1,649%
LFAS
16
Level Four Advisory Services
Texas
$212K
CA
17
Cetera Advisors
Colorado
$205K +$187K +6,012 New
Osaic Holdings
18
Osaic Holdings
Arizona
$156K -$32.9K -1,058 -19%
RIA
19
Realta Investment Advisors
Delaware
$79.2K +$72.4K +2,325 New
MIM
20
MTM Investment Management
South Carolina
$70.9K
CA
21
CoreCap Advisors
Michigan
$14.7K +$13.4K +430 New
NA
22
NewEdge Advisors
Louisiana
$11.6K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$6.18K +$31 +1 +0.6%
T
24
Tidemark
California
$5.11K
UBS Group
25
UBS Group
Switzerland
$4.02K -$40.4K -1,299 -92%

DDIV Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 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 2024, worth a combined $26.9M — up 6.3% from $25.3M a quarter earlier.

Fund positioning in DDIV was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $803K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.01M sold.

  • 26 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $26.9M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q1 2024 was Citadel Advisors, an estimated $803K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q1 2024 was Susquehanna International Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2024.