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

78 hedge funds and large institutions have $225M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.19% less ownership

Funds ownership: 27.6%26.41% (-1.2%)

5% less funds holding

Funds holding: 8278 (-4)

7% less capital invested

Capital invested by funds: $243M → $225M (-$18.1M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
24
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$980K -$182K -9,440 -16%
CA
27
Cetera Advisors
Colorado
$945K -$112K -5,809 -11%
AG
28
Advisor Group
Arizona
$939K -$93.3K -4,851 -9%
PHIMC
29
Private Harbour Investment Management & Counsel
Ohio
$760K -$38.5K -2,000 -5%
DAS
30
Dynamic Advisor Solutions
Arizona
$752K +$373K +19,402 +98%
KWM
31
Kingsview Wealth Management
Oregon
$721K +$193K +10,019 +36%
CWM
32
Cornerstone Wealth Management
Missouri
$713K +$38.2K +1,985 +6%
ICOA
33
Investment Centers of America
North Dakota
$656K -$95.7K -4,975 -13%
OC
34
Oppenheimer & Co
New York
$654K -$23.7K -1,230 -3%
Stifel Financial
35
Stifel Financial
Missouri
$638K -$86K -4,472 -12%
FAAS
36
First Allied Advisory Services
California
$594K -$51.5K -2,678 -8%
NPC
37
National Planning Corporation
California
$579K -$48.6K -2,526 -8%
Citadel Advisors
38
Citadel Advisors
Florida
$575K +$45.1K +2,346 +8%
CCP
39
Cardan Capital Partners
Colorado
$571K +$43.3K +2,251 +8%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$527K +$8.5K +442 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$503K -$75.5K -3,925 -13%
SPC
42
Sigma Planning Corp
Michigan
$470K -$3.06K -159 -0.6%
PTC
43
Private Trust Company
Ohio
$437K -$5.06K -263 -1%
KA
44
Kovack Advisors
Florida
$435K -$10.9K -567 -2%
PAG
45
Private Advisor Group
New Jersey
$432K -$48.6K -2,529 -10%
HighTower Advisors
46
HighTower Advisors
Illinois
$424K -$39.7K -2,066 -9%
RA
47
RFG Advisory
Alabama
$419K +$30.3K +1,576 +8%
TSS
48
Two Sigma Securities
New York
$407K +$408K +21,234 New
UCFA
49
United Capital Financial Advisors
Texas
$386K +$20.4K +1,061 +6%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$385K -$57.1K -2,968 -13%

MDIV Hedge Fund Activity: Q3 2017 in Review

78 of the 4,012 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 Q3 2017, worth a combined $225M — down 7.5% from $243M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MDIV and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 24 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.7M. The largest seller was Stratos Wealth Partners, cutting an estimated $9.6M.

  • 78 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2017, down from 82 in Q2 2017.
  • Funds reported $225M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2017, down 7.5% quarter-over-quarter.
  • 6 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2017 was Royal Bank of Canada, an estimated $1.7M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2017 was Stratos Wealth Partners, an estimated $9.6M sold.

Based on aggregated 13F filings for Q3 2017.