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

83 hedge funds and large institutions have $230M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 7983 (+4)

1% more capital invested

Capital invested by funds: $227M → $230M (+$2.75M)

0.11% more ownership

Funds ownership: 28.72%28.83% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Advisornet Financial
Minnesota
$840K +$248K +13,300 +42%
Stifel Financial
27
Stifel Financial
Missouri
$792K -$19.8K -1,062 -2%
CA
28
Cetera Advisors
Colorado
$790K -$38.3K -2,056 -5%
PAG
29
Private Advisor Group
New Jersey
$733K +$37.5K +2,013 +5%
IA
30
IFP Advisors
Florida
$688K -$39.8K -2,138 -5%
CCP
31
Cardan Capital Partners
Colorado
$663K +$13.2K +706 +2%
KWM
32
Kingsview Wealth Management
Oregon
$657K -$66.3K -3,557 -9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$651K +$376K +20,190 +135%
AG
34
Advisor Group
Arizona
$581K -$1.56K -84 -0.3%
OC
35
Oppenheimer & Co
New York
$577K +$67.5K +3,624 +13%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$557K -$90.4K -4,853 -14%
RA
37
RFG Advisory
Alabama
$547K +$112K +6,010 +26%
SPC
38
Sigma Planning Corp
Michigan
$528K +$17.7K +949 +3%
PHIMC
39
Private Harbour Investment Management & Counsel
Ohio
$509K -$931 -50 -0.2%
HH
40
Hilltop Holdings
Texas
$486K +$26.5K +1,423 +6%
JP Morgan Chase
41
JP Morgan Chase
New York
$457K -$4.92K -264 -1%
CFGS
42
Concourse Financial Group Securities
Alabama
$449K +$451K +24,217 New
FHC
43
First Heartland Consultants
Missouri
$447K +$449K +24,120 New
PTC
44
Private Trust Company
Ohio
$407K
Citadel Advisors
45
Citadel Advisors
Florida
$399K +$401K +21,543 New
CCM
46
Crabel Capital Management
California
$373K +$375K +20,136 New
PWA
47
Peterson Wealth Advisors
Utah
$368K -$192K -10,288 -34%
FAAS
48
First Allied Advisory Services
California
$342K -$81.4K -4,370 -19%
LFAS
49
Level Four Advisory Services
Texas
$305K -$32.5K -1,745 -10%
NA
50
NewEdge Advisors
Louisiana
$304K +$108K +5,820 +55%

MDIV Hedge Fund Activity: Q3 2018 in Review

83 of the 4,375 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 2018, worth a combined $230M — up 1.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDIV positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $699K. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 83 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2018, up from 79 in Q2 2018.
  • Funds reported $230M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 10 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2018 and 6 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $699K added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2018 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q3 2018.