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

30 hedge funds and large institutions have $29.5M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

15% more funds holding

Funds holding: 26 → 30 (+4)

6% less capital invested

Capital invested by funds: $31.4M → $29.5M (-$1.91M)

10.28% less ownership

Funds ownership: 60.36% → 50.08% (-10%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisory Group
Washington
+$2.86M
2
SAM
Synergy Asset Management
Washington
+$1.46M
3
Citadel Advisors
Citadel Advisors
Florida
+$758K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$640K
5
AFG
Atomi Financial Group
New York
+$492K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.41M
2
Jane Street
Jane Street
New York
-$1.38M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.34M
4
Goldman Sachs
Goldman Sachs
New York
-$547K
5
OMC
Old Mission Capital
Illinois
-$478K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.94M -$8.41M -240,072 -60%
LPL Financial
2
LPL Financial
California
$5.64M +$437K +12,485 +9%
SPIA
3
Steward Partners Investment Advisory
New York
$3.95M +$53.9K +1,538 +1%
PAG
4
Private Advisory Group
Washington
$3M +$2.86M +81,677 New
Goldman Sachs
5
Goldman Sachs
New York
$1.66M -$547K -15,619 -26%
SAM
6
Synergy Asset Management
Washington
$1.53M +$1.46M +41,647 New
Morgan Stanley
7
Morgan Stanley
New York
$1.23M +$52.5K +1,498 +5%
TWM
8
TCFG Wealth Management
California
$1.03M +$982K +28,035 New
Citadel Advisors
9
Citadel Advisors
Florida
$796K +$758K +21,656 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$672K +$640K +18,286 New
RJA
11
Raymond James & Associates
Florida
$604K +$287K +8,194 +99%
PFS
12
Prospera Financial Services
Texas
$601K -$8.37K -239 -1%
AFG
13
Atomi Financial Group
New York
$516K +$492K +14,039 New
Bank of America
14
Bank of America
North Carolina
$429K -$53.5K -1,528 -12%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$360K +$34.5K +985 +11%
HighTower Advisors
16
HighTower Advisors
Illinois
$282K – – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$281K -$192K -5,473 -42%
LFAS
18
Level Four Advisory Services
Texas
$229K -$20.3K -581 -9%
KAS
19
Kestra Advisory Services
Texas
$220K -$33.7K -962 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$210K -$191K -5,441 -49%
RIA
21
Realta Investment Advisors
Delaware
$87.8K +$35 +1 +0%
MIM
22
MTM Investment Management
South Carolina
$77.2K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$49.1K – – –
Wells Fargo
24
Wells Fargo
California
$41.7K +$39.7K +1,134 +113,400%
CA
25
CoreCap Advisors
Michigan
$15.8K – – –
1
2

DDIV Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 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 2024, worth a combined $29.5M — down 6.1% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DDIV positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $2.86M. The largest seller was Commonwealth Equity Services, cutting an estimated $8.41M.

  • 30 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $29.5M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q3 2024, down 6.1% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q3 2024 was Private Advisory Group, an estimated $2.86M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q3 2024.