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

93 hedge funds and large institutions have $133M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $37K | Put options by funds: $34K

1.75% less ownership

Funds ownership: 33.88%32.13% (-1.7%)

7% less funds holding

Funds holding: 10093 (-7)

10% less capital invested

Capital invested by funds: $147M → $133M (-$14.5M)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
39
Closed
10
Calls
$37K
Puts
$34K
Net Calls
+$3K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$953K -$43.8K -2,793 -4%
HFA
27
Hershey Financial Advisers
Pennsylvania
$922K +$920K +58,674 New
PAG
28
Private Advisor Group
New Jersey
$869K +$82.2K +5,241 +10%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$864K -$83.1K -5,295 -9%
CWM
30
Cornerstone Wealth Management
Missouri
$863K -$17.8K -1,137 -2%
AWS
31
Atria Wealth Solutions
New York
$834K -$40.2K -2,561 -5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$760K +$149K +9,531 +25%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$741K -$33.7K -2,149 -4%
RW
34
Rockport Wealth
Ohio
$705K +$42.7K +2,725 +6%
SA
35
Sanctuary Advisors
Indiana
$702K +$706K +45,041 New
LFG
36
Larson Financial Group
Missouri
$701K +$23.5K +1,500 +3%
WS
37
Wedbush Securities
California
$608K +$112K +7,162 +23%
AA
38
Apriem Advisors
California
$594K -$226K -14,378 -28%
HighTower Advisors
39
HighTower Advisors
Illinois
$561K -$41.5K -2,647 -7%
EWM
40
Endowment Wealth Management
Wisconsin
$519K -$20.8K -1,325 -4%
AFG
41
Atomi Financial Group
New York
$455K
IA
42
IFP Advisors
Florida
$418K
IF
43
Intrua Financial
Texas
$401K -$4.71K -300 -1%
RIA
44
Realta Investment Advisors
Delaware
$362K -$89.4K -5,700 -20%
Citadel Advisors
45
Citadel Advisors
Florida
$351K -$931K -59,351 -73%
IAIM
46
International Assets Investment Management
Florida
$326K +$29.4K +1,874 +10%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$321K
Comerica Bank
48
Comerica Bank
Texas
$275K +$5.02K +320 +2%
SWP
49
Stratos Wealth Partners
Ohio
$267K -$4.94K -315 -2%
Jane Street
50
Jane Street
New York
$247K -$472K -30,063 -66%

MDIV Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 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 2024, worth a combined $133M — down 9.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 5 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 29 added.

The largest buyer was Bank of America, adding an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $7.49M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2024, down from 100 in Q1 2024.
  • Funds reported $133M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2024 was Bank of America, an estimated $1.8M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2024 was Morgan Stanley, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2024.