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

98 hedge funds and large institutions have $162M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

5% more funds holding

Funds holding: 9398 (+5)

1.64% more ownership

Funds ownership: 35.19%36.83% (+1.6%)

1% less capital invested

Capital invested by funds: $164M → $162M (-$2.05M)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
29
Reduced
39
Closed
6
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$26K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$1.11M +$278K +18,318 +33%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$938K +$949K +62,638 New
KAS
28
Kestra Advisory Services
Texas
$865K +$192K +12,685 +28%
AWS
29
Atria Wealth Solutions
New York
$808K +$156K +10,325 +24%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$791K -$4.77K -315 -0.6%
Stifel Financial
31
Stifel Financial
Missouri
$752K -$10.1K -669 -1%
JIP
32
Jaffetilchin Investment Partners
Florida
$725K -$16.3K -1,075 -2%
AWM
33
AE Wealth Management
Kansas
$677K +$1.94K +128 +0.3%
HighTower Advisors
34
HighTower Advisors
Illinois
$643K -$45.2K -2,981 -6%
CCIA
35
Cherry Creek Investment Advisors
Colorado
$637K +$10.8K +714 +2%
LFG
36
Larson Financial Group
Missouri
$561K -$8.03K -530 -1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$529K -$1.92M -126,793 -78%
SIM
38
SSI Investment Management
California
$475K -$1.09K -72 -0.2%
Lido Advisors
39
Lido Advisors
California
$475K +$140K +9,246 +41%
RIA
40
Realta Investment Advisors
Delaware
$454K -$175K -11,575 -28%
WS
41
Wedbush Securities
California
$431K +$1.73K +114 +0.4%
AF
42
Advisornet Financial
Minnesota
$414K +$32.5K +2,146 +8%
FFA
43
Farther Finance Advisors
California
$379K +$383K +25,284 New
AAS
44
Avantax Advisory Services
Texas
$370K +$153K +10,074 +69%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$306K
ACMA
46
Arbor Capital Management (Alaska)
Alaska
$291K -$24.5K -1,617 -8%
SCA
47
Snowden Capital Advisors
New York
$268K -$133K -8,785 -33%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$251K -$35.7K -2,355 -12%
SWP
49
Stratos Wealth Partners
Ohio
$242K +$379 +25 +0.2%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$241K -$345K -22,751 -59%

MDIV Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 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 Q4 2022, worth a combined $162M — down 1.3% from $164M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MDIV positions and 6 closed out — a net gain of 8 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $16.9M. The largest seller was Envestnet Asset Management, cutting an estimated $8.54M.

  • 98 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2022, up from 93 in Q3 2022.
  • Funds reported $162M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2022, down 1.3% quarter-over-quarter.
  • 14 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2022 and 6 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2022 was Ameriprise, an estimated $16.9M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2022 was Envestnet Asset Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q4 2022.