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First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund

75 hedge funds and large institutions have $278M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $224M → $278M (+$54.1M)

7% more funds holding

Funds holding: 7075 (+5)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.81M +$1.83M +86,044 New
HFS
27
HL Financial Services
Kentucky
$1.8M +$245K +11,537 +16%
VFS
28
VSR Financial Services
Kansas
$1.64M +$229K +10,752 +16%
IH
29
IFC Holdings
Florida
$1.58M +$313K +14,726 +24%
NFG
30
Next Financial Group
Texas
$1.49M +$787K +36,980 +109%
FAAS
31
First Allied Advisory Services
California
$1.22M -$39K -1,834 -3%
CA
32
Cetera Advisors
Colorado
$1.12M +$451K +21,193 +66%
NPC
33
National Planning Corporation
California
$1.1M +$125K +5,878 +13%
ICOA
34
Investment Centers of America
North Dakota
$1.08M +$569K +26,736 +110%
CAS
35
Cue Advisory Services
Arizona
$1.04M +$635K +29,840 +155%
UR
36
USCA RIA
Texas
$1.02M +$342K +16,051 +50%
UCFA
37
United Capital Financial Advisors
Texas
$1.02M +$390K +18,308 +61%
SI
38
SII Investments
Wisconsin
$1.01M +$54.3K +2,550 +6%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$976K +$257K +12,090 +35%
BAAM
40
Baker Avenue Asset Management
California
$887K +$897K +42,139 New
B
41
Baird
Wisconsin
$854K +$236K +11,094 +38%
OC
42
Oppenheimer & Co
New York
$829K +$50.8K +2,387 +6%
FHC
43
First Heartland Consultants
Missouri
$813K +$576K +27,083 +235%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$652K +$657K +30,892 +40,119%
MFS
45
MSI Financial Services
Massachusetts
$614K +$403K +18,952 +186%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$582K -$1.15M -53,817 -66%
Goldman Sachs
47
Goldman Sachs
New York
$572K +$578K +27,175 New
JP Morgan Chase
48
JP Morgan Chase
New York
$520K +$8.6K +404 +2%
CG
49
Colony Group
Massachusetts
$504K -$38.3K -1,800 -7%
CAN
50
Cetera Advisor Networks
California
$463K +$467K +21,960 New

MDIV Hedge Fund Activity: Q1 2015 in Review

75 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) for Q1 2015, worth a combined $278M — up 24% from $224M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MDIV positions and 9 closed out — a net gain of 6 holders — while 46 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.92M. The largest seller was Jane Street, exiting entirely with an estimated $4.7M sold.

  • 75 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2015, up from 70 in Q4 2014.
  • Funds reported $278M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2015, up 24% quarter-over-quarter.
  • 15 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2015 and 9 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q1 2015 was Wells Fargo, an estimated $8.92M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2015 was Jane Street, an estimated $4.7M sold.

Based on aggregated 13F filings for Q1 2015.