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

83 hedge funds and large institutions have $230M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 7983 (+4)

1% more capital invested

Capital invested by funds: $227M → $230M (+$2.75M)

0.11% more ownership

Funds ownership: 28.72%28.83% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
51
Northwest Wealth Management
Iowa
$297K
KSA
52
Ken Stern & Associates
California
$261K
Citigroup
53
Citigroup
New York
$259K +$9.22K +495 +4%
HighTower Advisors
54
HighTower Advisors
Illinois
$240K +$1.32K +71 +0.6%
TSS
55
Two Sigma Securities
New York
$216K -$22.9K -1,229 -10%
Lido Advisors
56
Lido Advisors
California
$205K
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$205K +$206K +11,064 New
Jane Street
58
Jane Street
New York
$196K -$539K -28,943 -73%
UCFA
59
United Capital Financial Advisors
Texas
$192K -$36.3K -1,950 -16%
CFA
60
Cahill Financial Advisors
Minnesota
$186K -$28.6K -1,535 -13%
APA
61
American Portfolios Advisors
New York
$180K +$5.31K +285 +3%
SPIA
62
Steward Partners Investment Advisory
New York
$152K -$8.4K -451 -5%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$135K +$149 +8 +0.1%
CWA
64
Clarus Wealth Advisors
Arizona
$127K -$65.7K -3,527 -34%
CI
65
CX Institutional
Indiana
$98K +$65.4K +3,510 +198%
US Bancorp
66
US Bancorp
Minnesota
$59K
FGAM
67
Financial Gravity Asset Management
Texas
$53K
BWM
68
BerganKDV Wealth Management
Minnesota
$48K -$12.8K -689 -21%
APP
69
Avantax Planning Partners
Iowa
$44K +$44.7K +2,400 New
ASN
70
Advisory Services Network
Georgia
$32K
OC
71
Oakworth Capital
Alabama
$31K -$3.73K -200 -11%
CAG
72
Csenge Advisory Group
Florida
$21K +$22.4K +1,200 New
CAL
73
Capital Analysts LLC
Pennsylvania
$15K
CT
74
CPF Texas
Texas
$11K +$11K +591 New
CTC
75
Central Trust Company
Missouri
$9K

MDIV Hedge Fund Activity: Q3 2018 in Review

83 of the 4,375 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 2018, worth a combined $230M — up 1.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDIV positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $699K. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 83 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2018, up from 79 in Q2 2018.
  • Funds reported $230M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 10 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2018 and 6 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 2018 was Raymond James Financial Services Advisors, an estimated $699K added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2018 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q3 2018.