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

91 hedge funds and large institutions have $170M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $150M → $170M (+$20.5M)

5.02% more ownership

Funds ownership: 31.14%36.15% (+5%)

2% less funds holding

Funds holding: 9391 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
31
Reduced
27
Closed
10
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$1.03M +$754K +46,473 +214%
CWM
27
Cornerstone Wealth Management
Missouri
$940K -$7.25K -447 -0.7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$905K +$116K +7,139 +14%
JIP
29
Jaffetilchin Investment Partners
Florida
$783K -$16.3K -1,002 -2%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$743K -$1.34M -82,612 -63%
Stifel Financial
31
Stifel Financial
Missouri
$732K +$97.7K +6,022 +14%
HighTower Advisors
32
HighTower Advisors
Illinois
$698K +$66.3K +4,085 +10%
AWM
33
AE Wealth Management
Kansas
$696K -$321K -19,793 -30%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$652K +$39.8K +2,451 +6%
CCIA
35
Cherry Creek Investment Advisors
Colorado
$641K +$4.98K +307 +0.7%
KAS
36
Kestra Advisory Services
Texas
$588K -$56.7K -3,492 -8%
LFG
37
Larson Financial Group
Missouri
$557K
SIM
38
SSI Investment Management
California
$484K
PAG
39
Private Advisor Group
New Jersey
$461K +$16.6K +1,025 +3%
WS
40
Wedbush Securities
California
$411K -$57.3K -3,530 -12%
AF
41
Advisornet Financial
Minnesota
$383K +$29.8K +1,839 +8%
SWP
42
Stratos Wealth Partners
Ohio
$342K +$50.8K +3,130 +16%
Lido Advisors
43
Lido Advisors
California
$340K
ACMA
44
Arbor Capital Management (Alaska)
Alaska
$331K -$31.7K -1,952 -8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$323K
USCWA
46
U.S. Capital Wealth Advisors
Texas
$310K +$16.2K +996 +5%
CA
47
Cetera Advisors
Colorado
$303K -$273K -16,827 -46%
RIA
48
Realta Investment Advisors
Delaware
$263K +$278K +17,150 New
RA
49
RFG Advisory
Alabama
$254K +$13.9K +856 +6%
CP
50
Castleview Partners
Texas
$250K +$85.3K +5,259 +627%

MDIV Hedge Fund Activity: Q2 2022 in Review

91 of the 5,936 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 Q2 2022, worth a combined $170M — up 14% from $150M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 9 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $34.4M. The largest seller was Win Advisors, cutting an estimated $2.67M.

  • 91 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2022, down from 93 in Q1 2022.
  • Funds reported $170M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2022, up 14% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2022 and 10 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2022 was Ameriprise, an estimated $34.4M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2022 was Win Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2022.