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

89 hedge funds and large institutions have $187M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $157M → $187M (+$29.9M)

2% more funds holding

Funds holding: 8789 (+2)

2.22% more ownership

Funds ownership: 27.35%29.57% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
36
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$307K -$29.1K -1,605 -9%
NA
52
NewEdge Advisors
Louisiana
$294K
PHIMC
53
Private Harbour Investment Management & Counsel
Ohio
$280K -$54.3K -3,000 -16%
MHS
54
M Holdings Securities
Oregon
$279K +$275K +15,169 New
AIC
55
Ameritas Investment Company
Nebraska
$248K -$188K -10,401 -44%
Citigroup
56
Citigroup
New York
$243K -$23.6K -1,301 -9%
CBFP
57
Cedar Brook Financial Partners
Ohio
$242K +$3.64K +201 +2%
LFAS
58
Level Four Advisory Services
Texas
$235K -$30.8K -1,701 -12%
TFS
59
Thoroughbred Financial Services
Tennessee
$230K +$227K +12,534 New
PFS
60
Prospera Financial Services
Texas
$211K +$206K +11,367 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$208K -$2.15M -118,839 -91%
BOPW
62
Brandywine Oak Private Wealth
Pennsylvania
$201K +$18.7K +1,035 +10%
Citadel Advisors
63
Citadel Advisors
Florida
$191K -$589K -32,530 -76%
SFS
64
Sowell Financial Services
Arkansas
$190K +$187K +10,336 New
WS
65
Wedbush Securities
California
$189K +$186K +10,295 New
SIG
66
Sargent Investment Group
Maryland
$187K -$33.2K -1,835 -15%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$186K +$184K +10,145 New
CI
68
CX Institutional
Indiana
$175K +$126K +6,963 +270%
CWA
69
Clarus Wealth Advisors
Arizona
$110K -$12.1K -669 -10%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$93K -$22.4K -1,239 -20%
NWM
71
Northwest Wealth Management
Iowa
$69K -$15.5K -854 -18%
US Bancorp
72
US Bancorp
Minnesota
$33K
ASN
73
Advisory Services Network
Georgia
$32K
OC
74
Oakworth Capital
Alabama
$30K -$36 -2 -0.1%
GWMIA
75
Global Wealth Management Investment Advisory
Florida
$24K +$23.9K +1,320 New

MDIV Hedge Fund Activity: Q1 2019 in Review

89 of the 4,621 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 2019, worth a combined $187M — up 19% from $157M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MDIV positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $4.35M. The largest seller was Susquehanna International Group, cutting an estimated $2.15M.

  • 89 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2019, up from 87 in Q4 2018.
  • Funds reported $187M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2019, up 19% quarter-over-quarter.
  • 11 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2019 and 9 closed out, a net change of +2 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q1 2019 was UBS Group, an estimated $4.35M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2019 was Susquehanna International Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2019.