Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Momentum & Dividend ETF include GGM Financials LLC, Concurrent Investment Advisors, LLC, Principal Securities, Inc., and Mpwm Advisory Solutions, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 55,582 | 0.13 | 2,123 | 1.29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 253 | 10 | ||||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 755 | 29 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | GGM Financials LLC | 240,921 | 9,203 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 30,955 | 1,182 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14,330 | 547 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 30,955 | 4.78 | 1,182 | 6.01 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 466 | 18 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,369 | 2.52 | 205 | 4.06 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,239 | 0.45 | 429 | 1.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 63,214 | 3.53 | 2,415 | 4.68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,110 | 1,647 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 16,156 | 71.09 | 617 | 73.31 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 187 | 0.54 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 45,031 | 0.03 | 1,720 | 1.18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,306 | 250.99 | 1,387 | 255.38 |
