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

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: 4754 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.18M +$2.8M +182,521 +41%
BFEC
2
Benjamin F. Edwards & Company
Missouri
$3.96M -$57.8K -3,767 -1%
RJA
3
Raymond James & Associates
Florida
$3.56M -$155K -10,081 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.37M +$1.74M +113,252 +97%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.2M +$518K +33,747 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.99M -$647K -42,149 -17%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$2.56M +$264K +17,233 +11%
ECA
8
Elevated Capital Advisors
Utah
$2.12M +$2.21M +144,139 New
NS
9
NBC Securities
Alabama
$2.07M +$2.16M +141,059 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.86M +$217K +14,139 +13%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.45M -$273K -17,815 -15%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.45M -$273K -17,815 -15%
FPCP
13
Fort Point Capital Partners
California
$1.34M -$3.1M -202,181 -69%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.29M -$5.75K -375 -0.4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.27M +$1.33M +86,732 New
OMC
16
Old Mission Capital
Illinois
$847K +$676K +44,079 +324%
Stifel Financial
17
Stifel Financial
Missouri
$842K -$351K -22,885 -29%
OWM
18
OneAscent Wealth Management
Alabama
$724K -$6.4K -417 -0.8%
KAS
19
Kestra Advisory Services
Texas
$565K -$38.4K -2,502 -6%
RJT
20
Raymond James Trust
Florida
$492K +$514K +33,484 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$444K +$25.9K +1,686 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$401K -$89.4K -5,825 -18%
SPC
23
Sigma Planning Corp
Michigan
$398K +$39.6K +2,582 +11%
AWS
24
Atria Wealth Solutions
New York
$381K -$148K -9,669 -27%
MML Investors Services
25
MML Investors Services
Massachusetts
$308K +$83.9K +5,471 +35%

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.