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

47 hedge funds and large institutions have $53M invested in First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

1% more capital invested

Capital invested by funds: $52.5M → $53M (+$511K)

3.84% less ownership

Funds ownership: 70.77%66.93% (-3.8%)

6% less funds holding

Funds holding: 5047 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $424K

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
21
Reduced
13
Closed
6
Calls
Puts
$424K
Net Calls
-$424K
Net Calls Change
-$424K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$7.75M +$7.96M +503,695 New
LPL Financial
2
LPL Financial
California
$6.8M +$602K +38,082 +9%
FPCP
3
Fort Point Capital Partners
California
$4.51M -$821K -51,904 -15%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$4.2M -$329K -20,829 -7%
RJA
5
Raymond James & Associates
Florida
$3.89M +$502K +31,783 +14%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.78M +$135K +8,557 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.84M +$2.37M +149,865 +434%
WWMSC
8
Wagner Wealth Management (South Carolina)
South Carolina
$2.41M +$935K +59,169 +61%
BCI
9
Brinker Capital Investments
Pennsylvania
$1.8M +$908K +57,442 +97%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.8M +$908K +57,442 +97%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.79M +$133K +8,413 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.73M +$369K +23,337 +26%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.36M +$67K +4,237 +5%
Stifel Financial
14
Stifel Financial
Missouri
$1.23M +$365K +23,077 +40%
LSA
15
Lansing Street Advisors
Pennsylvania
$909K -$5.57M -352,150 -86%
OWM
16
OneAscent Wealth Management
Alabama
$764K -$187K -11,847 -19%
KAS
17
Kestra Advisory Services
Texas
$631K +$57.4K +3,631 +10%
AWS
18
Atria Wealth Solutions
New York
$548K +$333K +21,093 +145%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$509K -$78.6K -4,974 -13%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$439K +$79.2K +5,010 +21%
Jane Street
21
Jane Street
New York
$378K -$171K -10,832 -31%
SPC
22
Sigma Planning Corp
Michigan
$377K -$104K -6,602 -21%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$241K +$55.3K +3,500 +29%
MML Investors Services
24
MML Investors Services
Massachusetts
$238K +$47.5K +3,003 +24%
OMC
25
Old Mission Capital
Illinois
$209K -$492K -31,110 -70%

FID Hedge Fund Activity: Q2 2023 in Review

47 of the 6,369 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 Q2 2023, worth a combined $53M — up 0.97% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FID and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 21 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $7.96M. The largest seller was Royal Bank of Canada, cutting an estimated $6.06M.

  • 47 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF (FID) as of Q2 2023, down from 50 in Q1 2023.
  • Funds reported $53M of First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF stock for Q2 2023, up 0.97% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF buyer in Q2 2023 was Gradient Investments, an estimated $7.96M added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $6.06M sold.

Based on aggregated 13F filings for Q2 2023.