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

26 hedge funds and large institutions have $31.4M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $26.9M → $31.4M (+$4.49M)

0% more funds holding

Funds holding: 2626 (0)

0.4% less ownership

Funds ownership: 60.76%60.36% (-0.4%)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.5M -$51.4K -1,541 -0.4%
LPL Financial
2
LPL Financial
California
$4.73M +$1.22M +36,545 +35%
SPIA
3
Steward Partners Investment Advisory
New York
$3.55M +$1.27M +38,032 +56%
Goldman Sachs
4
Goldman Sachs
New York
$2.03M +$521K +15,619 +35%
Jane Street
5
Jane Street
New York
$1.38M +$1.37M +41,070 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.34M +$1.33M +40,030 New
Morgan Stanley
7
Morgan Stanley
New York
$1.07M +$424K +12,733 +67%
PFS
8
Prospera Financial Services
Texas
$556K
OMC
9
Old Mission Capital
Illinois
$478K +$475K +14,259 New
Bank of America
10
Bank of America
North Carolina
$442K +$113K +3,388 +35%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$440K +$10.9K +326 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$374K +$144K +4,326 +63%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$295K -$5.26K -158 -2%
RJA
14
Raymond James & Associates
Florida
$276K +$11.2K +337 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$257K -$30.4K -911 -11%
KAS
16
Kestra Advisory Services
Texas
$233K -$35K -1,049 -13%
LFAS
17
Level Four Advisory Services
Texas
$225K -$9.26K -278 -4%
RIA
18
Realta Investment Advisors
Delaware
$78K
MIM
19
MTM Investment Management
South Carolina
$69.8K
Osaic Holdings
20
Osaic Holdings
Arizona
$44.8K -$108K -3,235 -71%
CA
21
CoreCap Advisors
Michigan
$14.4K
NA
22
NewEdge Advisors
Louisiana
$11.4K
UBS Group
23
UBS Group
Switzerland
$6.54K +$2.57K +77 +65%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$6.09K
GWM
25
Geneos Wealth Management
Colorado
$3.35K

DDIV Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 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 2024, worth a combined $31.4M — up 17% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DDIV positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.37M. The largest seller was Citadel Advisors, exiting entirely with an estimated $879K sold.

  • 26 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $31.4M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q2 2024 and 3 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 Q2 2024 was Jane Street, an estimated $1.37M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q2 2024 was Citadel Advisors, an estimated $879K sold.

Based on aggregated 13F filings for Q2 2024.