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

38 hedge funds and large institutions have $43.8M invested in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

49% more capital invested

Capital invested by funds: $29.5M → $43.8M (+$14.3M)

27% more funds holding

Funds holding: 30 → 38 (+8)

14.37% more ownership

Funds ownership: 50.08% → 64.45% (+14%)

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
+$3.82M
2
KNW
Kesler Norman & Wride
Utah
+$1.96M
3
OMC
Old Mission Capital
Illinois
+$1.07M
4
Bank of America
Bank of America
North Carolina
+$340K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$285K

Top Sellers

1
PAG
Private Advisory Group
Washington
-$3M
2
Citadel Advisors
Citadel Advisors
Florida
-$405K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$246K
4
LFAS
Level Four Advisory Services
Texas
-$229K
5
KAS
Kestra Advisory Services
Texas
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWS
1
Virtus Wealth Solutions
New Jersey
$9.19M +$9.38M +243,310 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.38M +$285K +7,384 +5%
LPL Financial
3
LPL Financial
California
$5.89M +$96.7K +2,508 +2%
SPIA
4
Steward Partners Investment Advisory
New York
$4.06M +$8.87K +230 +0.2%
IAA
5
Independent Advisor Alliance
North Carolina
$3.74M +$3.82M +99,122 New
KNW
6
Kesler Norman & Wride
Utah
$1.92M +$1.96M +50,788 New
Goldman Sachs
7
Goldman Sachs
New York
$1.7M – – –
SAM
8
Synergy Asset Management
Washington
$1.53M – – –
Morgan Stanley
9
Morgan Stanley
New York
$1.31M +$50.8K +1,318 +4%
TWM
10
TCFG Wealth Management
California
$1.06M +$1.81K +47 +0.2%
OMC
11
Old Mission Capital
Illinois
$1.05M +$1.07M +27,706 New
Bank of America
12
Bank of America
North Carolina
$774K +$340K +8,827 +76%
Raymond James Financial
13
Raymond James Financial
Florida
$719K +$734K +19,040 New
PFS
14
Prospera Financial Services
Texas
$623K +$5.4K +140 +0.9%
AFG
15
Atomi Financial Group
New York
$540K +$9.49K +246 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$456K +$88.1K +2,284 +23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$450K -$246K -6,384 -35%
Citadel Advisors
18
Citadel Advisors
Florida
$421K -$405K -10,498 -48%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$311K +$23.2K +602 +8%
HighTower Advisors
20
HighTower Advisors
Illinois
$290K – – –
SPC
21
Sigma Planning Corp
Michigan
$224K +$229K +5,929 New
ASN
22
Advisory Services Network
Georgia
$213K +$217K +5,627 New
JWCA
23
J.W. Cole Advisors
Florida
$203K +$208K +5,383 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$203K +$207K +5,367 New
Osaic Holdings
25
Osaic Holdings
Arizona
$168K +$120K +3,100 +232%
1
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DDIV Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 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 2024, worth a combined $43.8M — up 49% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DDIV positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 3 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $3.82M. The largest seller was Private Advisory Group, exiting entirely with an estimated $3M sold.

  • 38 institutional investors held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $43.8M of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF positions in Q4 2024 and 4 closed out, a net change of +9 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $3.82M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF seller in Q4 2024 was Private Advisory Group, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2024.