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

93 hedge funds and large institutions have $150M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $140M → $150M (+$10.2M)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.74% more ownership

Funds ownership: 30.4%31.14% (+0.74%)

4% less funds holding

Funds holding: 9793 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
29
Closed
14
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.11M +$37.4K +2,244 +4%
CWM
27
Cornerstone Wealth Management
Missouri
$1.05M -$9.72K -583 -0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.05M +$546K +32,742 +111%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$885K -$8.69K -521 -1%
JIP
30
Jaffetilchin Investment Partners
Florida
$834K -$13.8K -828 -2%
Stifel Financial
31
Stifel Financial
Missouri
$712K -$24.7K -1,479 -3%
KAS
32
Kestra Advisory Services
Texas
$712K +$215K +12,915 +44%
HighTower Advisors
33
HighTower Advisors
Illinois
$709K +$697K +41,824 New
CCIA
34
Cherry Creek Investment Advisors
Colorado
$708K -$18.2K -1,090 -3%
MCC
35
Money Concepts Capital
Florida
$678K +$671K +40,219 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$674K -$23.8K -1,425 -3%
CA
37
Cetera Advisors
Colorado
$620K +$145K +8,671 +31%
LFG
38
Larson Financial Group
Missouri
$619K +$116K +6,957 +23%
CAN
39
Cetera Advisor Networks
California
$615K +$154K +9,229 +34%
SIM
40
SSI Investment Management
California
$537K
WS
41
Wedbush Securities
California
$517K +$61.4K +3,680 +14%
PAG
42
Private Advisor Group
New Jersey
$495K
ACMA
43
Arbor Capital Management (Alaska)
Alaska
$400K +$34K +2,040 +9%
AF
44
Advisornet Financial
Minnesota
$394K -$132K -7,908 -25%
Lido Advisors
45
Lido Advisors
California
$378K
AWS
46
Atria Wealth Solutions
New York
$365K +$361K +21,676 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$359K -$112K -6,731 -24%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$328K +$25K +1,500 +8%
SWP
49
Stratos Wealth Partners
Ohio
$327K +$95.8K +5,749 +42%
FAIM
50
Financial Advocates Investment Management
Washington
$291K -$105K -6,278 -27%

MDIV Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 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 2022, worth a combined $150M — up 7.3% from $140M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MDIV and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $2.9M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $3.41M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2022, down from 97 in Q4 2021.
  • Funds reported $150M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q1 2022 was Ameriprise, an estimated $2.9M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2022 was Trustmark National Bank Trust Department, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2022.