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First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF

5 hedge funds and large institutions have $2.73M invested in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more funds holding

Funds holding: 35 (+2)

21% more capital invested

Capital invested by funds: $2.25M → $2.73M (+$481K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

23.26% less ownership

Funds ownership: 73.71%50.45% (-23%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.61M +$833K +39,640 +114%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$562K -$650K -30,912 -54%
Jane Street
3
Jane Street
New York
$536K +$520K +24,729 New
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$21K +$20.5K +975 New
UBS Group
5
UBS Group
Switzerland
$5K +$5.07K +241 New
VF
6
Virtu Financial
New York
-$390K -19,114 Closed

KNGZ Hedge Fund Activity: Q4 2017 in Review

5 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) for Q4 2017, worth a combined $2.73M — up 21% from $2.25M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new KNGZ positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $833K. The largest seller was Susquehanna International Group, cutting an estimated $650K.

  • 5 institutional investors held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) as of Q4 2017, up from 3 in Q3 2017.
  • Funds reported $2.73M of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF stock for Q4 2017, up 21% quarter-over-quarter.
  • 3 funds opened new First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF buyer in Q4 2017 was LPL Financial, an estimated $833K added.
  • The largest First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF seller in Q4 2017 was Susquehanna International Group, an estimated $650K sold.

Based on aggregated 13F filings for Q4 2017.