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First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID

54 hedge funds and large institutions have $50M invested in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

15% more funds holding

Funds holding: 47 → 54 (+7)

2.47% more ownership

Funds ownership: 66.93% → 69.4% (+2.5%)

6% less capital invested

Capital invested by funds: $53M → $50M (-$3.05M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
22
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.8M
2
ECA
Elevated Capital Advisors
Utah
+$2.21M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.74M
4
OMC
Old Mission Capital
Illinois
+$676K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$518K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$7.68M
2
FPCP
Fort Point Capital Partners
California
-$3.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$647K
4
Jane Street
Jane Street
New York
-$378K
5
Stifel Financial
Stifel Financial
Missouri
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
26
FSB Premier Wealth Management
Iowa
$228K +$56.4K +3,675 +31%
SWP
27
Stratos Wealth Partners
Ohio
$221K +$231K +15,045 New
IWM
28
Iams Wealth Management
Nebraska
$208K +$218K +14,184 New
MSFS
29
Main Street Financial Solutions
Pennsylvania
$201K -$30.7K -2,000 -13%
CAN
30
Cetera Advisor Networks
California
$185K +$36K +2,349 +23%
IWM
31
IHT Wealth Management
Illinois
$180K +$169 +11 +0.1%
TAM
32
Tucker Asset Management
Colorado
$178K +$65.2K +4,252 +54%
EH
33
Equitable Holdings
New York
$169K -$4.6K -300 -3%
CAS
34
Coppell Advisory Solutions
Texas
$164K -$20.6K -1,346 -11%
HI
35
Harbour Investments
Wisconsin
$158K -$2.12K -138 -1%
DWM
36
Darwin Wealth Management
Florida
$154K -$16.5K -1,074 -9%
GWP
37
Gateway Wealth Partners
Wisconsin
$154K +$161K +10,513 New
OPA
38
Old Port Advisors
Maine
$150K +$157K +10,211 New
SPIA
39
Steward Partners Investment Advisory
New York
$98.4K – – –
EWM
40
EPG Wealth Management
Georgia
$71K – – –
BEI
41
Benjamin Edwards Inc
Missouri
$54K -$61 -4 -0.1%
GI
42
Gradient Investments
Minnesota
$49.8K -$7.68M -500,302 -99%
IA
43
IFP Advisors
Florida
$49.1K -$33.8K -2,200 -40%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$44K +$3.28K +214 +8%
RCM
45
Raleigh Capital Management
North Carolina
$41.3K +$368 +24 +0.9%
MIM
46
MTM Investment Management
South Carolina
$30.3K – – –
UBS Group
47
UBS Group
Switzerland
$22.3K +$6.46K +421 +38%
RIA
48
Realta Investment Advisors
Delaware
$19.1K – – –
CAL
49
Capital Analysts LLC
Pennsylvania
$18K -$20.6K -1,345 -53%
Morgan Stanley
50
Morgan Stanley
New York
$13K – – –
1
2
3

FID Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) for Q3 2023, worth a combined $50M — down 5.8% from $53M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FID positions and 1 closed out — a net gain of 8 holders — while 17 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.8M. The largest seller was Gradient Investments, cutting an estimated $7.68M.

  • 54 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) as of Q3 2023, up from 47 in Q2 2023.
  • Funds reported $50M of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF stock for Q3 2023, down 5.8% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF positions in Q3 2023 and 1 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF buyer in Q3 2023 was LPL Financial, an estimated $2.8M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF seller in Q3 2023 was Gradient Investments, an estimated $7.68M sold.

Based on aggregated 13F filings for Q3 2023.