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

93 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

7% more funds holding

Funds holding: 8793 (+6)

1% more ownership

Funds ownership: 31.46%32.47% (+1%)

1% less capital invested

Capital invested by funds: $155M → $153M (-$1.66M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
33
Closed
5
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$1.01M +$851K +51,074 +473%
AWM
27
AE Wealth Management
Kansas
$990K -$17.9K -1,074 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$960K +$977K +58,627 New
JIP
29
Jaffetilchin Investment Partners
Florida
$877K +$3.71K +223 +0.4%
CCIA
30
Cherry Creek Investment Advisors
Colorado
$816K +$19.9K +1,193 +2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$737K +$214K +12,868 +40%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$712K +$6.78K +407 +0.9%
Stifel Financial
33
Stifel Financial
Missouri
$682K +$32.9K +1,976 +5%
IA
34
IFP Advisors
Florida
$575K +$22.9K +1,375 +4%
CAN
35
Cetera Advisor Networks
California
$563K -$306K -18,364 -35%
PAG
36
Private Advisor Group
New Jersey
$516K +$16.7K +1,000 +3%
SIM
37
SSI Investment Management
California
$515K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$506K -$19.8K -1,190 -4%
TSS
39
Two Sigma Securities
New York
$503K +$511K +30,681 New
LFG
40
Larson Financial Group
Missouri
$495K +$502K +30,154 New
AF
41
Advisornet Financial
Minnesota
$483K -$36.9K -2,215 -7%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$482K
KAS
43
Kestra Advisory Services
Texas
$439K +$114K +6,826 +34%
WS
44
Wedbush Securities
California
$421K +$1.75K +105 +0.4%
RA
45
RFG Advisory
Alabama
$410K -$68.9K -4,135 -14%
FAIM
46
Financial Advocates Investment Management
Washington
$408K -$266K -15,986 -39%
CA
47
Cetera Advisors
Colorado
$377K +$38.6K +2,316 +11%
Lido Advisors
48
Lido Advisors
California
$368K -$141K -8,467 -27%
SWP
49
Stratos Wealth Partners
Ohio
$301K +$9.53K +572 +3%
TWM
50
Titus Wealth Management
California
$296K -$150K -9,000 -33%

MDIV Hedge Fund Activity: Q3 2021 in Review

93 of the 5,712 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 2021, worth a combined $153M — down 1.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 5 closed out — a net gain of 8 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Flaharty Asset Management, adding an estimated $1.42M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $582K.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2021, up from 87 in Q2 2021.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2021 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2021 was Flaharty Asset Management, an estimated $1.42M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2021 was Trustmark National Bank Trust Department, an estimated $582K sold.

Based on aggregated 13F filings for Q3 2021.