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

103 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

8% more funds holding

Funds holding: 95103 (+8)

3% more capital invested

Capital invested by funds: $148M → $153M (+$4.76M)

0.99% more ownership

Funds ownership: 33.82%34.81% (+0.99%)

52% less call options, than puts

Call options by funds: $74K | Put options by funds: $154K

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
35
Reduced
22
Closed
11
Calls
$74K
Puts
$154K
Net Calls
-$80K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$960K +$6.78K +411 +0.7%
CWM
27
Cornerstone Wealth Management
Missouri
$915K +$14.4K +872 +2%
PAG
28
Private Advisor Group
New Jersey
$899K -$17.7K -1,074 -2%
AAS
29
Ameritas Advisory Services
Nebraska
$820K -$1.31M -79,201 -61%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$742K -$154K -9,345 -17%
SA
31
Sanctuary Advisors
Indiana
$729K +$198 +12 +0%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$716K -$179K -10,828 -20%
JIP
33
Jaffetilchin Investment Partners
Florida
$699K -$256K -15,524 -26%
LFG
34
Larson Financial Group
Missouri
$684K -$8.25K -500 -1%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$617K +$185K +11,231 +42%
AWA
36
Authentikos Wealth Advisory
California
$596K
IAA
37
Independent Advisor Alliance
North Carolina
$594K +$607K +36,764 New
HighTower Advisors
38
HighTower Advisors
Illinois
$570K +$9.38K +568 +2%
FFP
39
Freedom Financial Partners
Minnesota
$567K +$580K +35,132 New
EWM
40
Endowment Wealth Management
Wisconsin
$537K +$39.1K +2,371 +8%
AWS
41
Atria Wealth Solutions
New York
$426K -$350K -21,178 -45%
IF
42
Intrua Financial
Texas
$412K
ACA
43
Aptus Capital Advisors
Alabama
$353K +$88.3K +5,350 +32%
IA
44
IFP Advisors
Florida
$352K -$61.2K -3,710 -15%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$343K +$351K +21,266 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$338K -$298K -18,026 -46%
RFWA
47
RPg Family Wealth Advisory
Massachusetts
$330K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$326K +$27K +1,633 +9%
SLC
49
Second Line Capital
Louisiana
$312K +$88.3K +5,350 +38%
SG
50
StoneX Group
New York
$303K +$309K +18,747 New

MDIV Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 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 2024, worth a combined $153M — up 3.2% from $148M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MDIV positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.31M.

  • 103 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 21 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2024 was Ameriprise, an estimated $2.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2024 was Ameritas Advisory Services, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2024.