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

75 hedge funds and large institutions have $278M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $224M → $278M (+$54.1M)

7% more funds holding

Funds holding: 7075 (+5)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$461K +$94.7K +4,451 +26%
SPC
52
Sigma Planning Corp
Michigan
$409K -$85.8K -4,033 -17%
ICAS
53
Investors Capital Advisory Services
Massachusetts
$406K +$8.32K +391 +2%
PTC
54
Private Trust Company
Ohio
$374K +$17.9K +840 +5%
Millennium Management
55
Millennium Management
New York
$369K +$372K +17,501 New
SWP
56
Stratos Wealth Partners
Ohio
$347K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$344K +$78.4K +3,685 +29%
WEC
58
Winslow Evans & Crocker
Massachusetts
$321K +$85 +4 +0%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$306K +$310K +14,550 New
DADC
60
D.A. Davidson & Co
Montana
$293K +$179K +8,400 +152%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$292K -$113K -5,306 -28%
PFS
62
Prospera Financial Services
Texas
$284K +$287K +13,476 New
Citigroup
63
Citigroup
New York
$239K +$66.9K +3,146 +38%
BRWM
64
B. Riley Wealth Management
Tennessee
$192K
WA
65
WFG Advisors
Texas
$139K +$10.9K +514 +8%
MAA
66
Managed Account Advisors
New Jersey
$115K +$117K +5,482 New
TFA
67
Transamerica Financial Advisors
Florida
$85K +$85.1K +4,000 New
IWMPD
68
Integrated Wealth Management (Palm Desert)
California
$79K +$80.2K +3,769 New
IC
69
Intersect Capital
California
$15K +$14.9K +700 New
US Bancorp
70
US Bancorp
Minnesota
$6K +$213 +10 +4%
RIA
71
Regal Investment Advisors
Michigan
$5K +$2.79K +131 +110%
GWM
72
Gupta Wealth Management
California
$2K +$1.89K +89 New
VC
73
Vicus Capital
Pennsylvania
$263 -$32.8K -1,541 -11%
Jane Street
74
Jane Street
New York
-$4.7M -220,976 Closed
FIM
75
Freedom Investment Management
Connecticut
-$758K -35,645 Closed

MDIV Hedge Fund Activity: Q1 2015 in Review

75 of the 3,752 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 Q1 2015, worth a combined $278M — up 24% from $224M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MDIV positions and 9 closed out — a net gain of 6 holders — while 46 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.92M. The largest seller was Jane Street, exiting entirely with an estimated $4.7M sold.

  • 75 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2015, up from 70 in Q4 2014.
  • Funds reported $278M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2015, up 24% quarter-over-quarter.
  • 15 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2015 and 9 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q1 2015 was Wells Fargo, an estimated $8.92M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2015 was Jane Street, an estimated $4.7M sold.

Based on aggregated 13F filings for Q1 2015.