We are live on ! Find out more
MDIV icon

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

95 hedge funds and large institutions have $148M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $129K | Put options by funds: $37K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $133M → $148M (+$15.6M)

2% more funds holding

Funds holding: 93 → 95 (+2)

1.68% more ownership

Funds ownership: 32.13% → 33.82% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
32
Reduced
30
Closed
8
Calls
$129K
Puts
$37K
Net Calls
+$92K
Net Calls Change
+$89K

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.24M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.79M
3
WS
Wedbush Securities
California
+$642K
4
Morgan Stanley
Morgan Stanley
New York
+$601K
5
AWA
Authentikos Wealth Advisory
California
+$601K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$558K
2
Bank of America
Bank of America
North Carolina
-$521K
3
AA
Apriem Advisors
California
-$371K
4
RIA
Realta Investment Advisors
Delaware
-$347K
5
IAIM
International Assets Investment Management
Florida
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.16M -$4.83K -297 -0.4%
TWM
27
TCFG Wealth Management
California
$1.02M +$996K +61,256 New
Stifel Financial
28
Stifel Financial
Missouri
$982K -$41.1K -2,528 -4%
JIP
29
Jaffetilchin Investment Partners
Florida
$978K -$29.6K -1,819 -3%
PAG
30
Private Advisor Group
New Jersey
$943K +$23.6K +1,454 +3%
CWM
31
Cornerstone Wealth Management
Missouri
$928K +$14.6K +899 +2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$920K +$113K +6,971 +14%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$917K +$3.15K +194 +0.4%
AWS
34
Atria Wealth Solutions
New York
$791K -$88.5K -5,441 -10%
SA
35
Sanctuary Advisors
Indiana
$739K -$15.6K -961 -2%
LFG
36
Larson Financial Group
Missouri
$712K -$28.4K -1,749 -4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$648K -$132K -8,142 -17%
AWA
38
Authentikos Wealth Advisory
California
$614K +$601K +36,925 New
HighTower Advisors
39
HighTower Advisors
Illinois
$579K -$15.8K -970 -3%
Citadel Advisors
40
Citadel Advisors
Florida
$537K +$162K +9,983 +45%
EWM
41
Endowment Wealth Management
Wisconsin
$513K -$34.8K -2,139 -6%
SOS
42
Silver Oak Securities
Tennessee
$508K +$499K +30,705 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$447K +$198K +12,164 +82%
IA
44
IFP Advisors
Florida
$425K -$17.4K -1,072 -4%
IF
45
Intrua Financial
Texas
$424K – – –
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$340K – – –
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$314K +$307K +18,904 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$308K +$85.5K +5,256 +40%
PA
49
PSI Advisors
Florida
$301K +$45.4K +2,794 +18%
Comerica Bank
50
Comerica Bank
Texas
$291K +$455 +28 +0.2%
1
2
3 4 5

MDIV Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 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 2024, worth a combined $148M — up 12% from $133M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MDIV positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.24M. The largest seller was Royal Bank of Canada, cutting an estimated $558K.

  • 95 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $148M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2024 was LPL Financial, an estimated $3.24M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $558K sold.

Based on aggregated 13F filings for Q3 2024.