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

93 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

7% more funds holding

Funds holding: 8793 (+6)

1% more ownership

Funds ownership: 31.46%32.47% (+1%)

1% less capital invested

Capital invested by funds: $155M → $153M (-$1.66M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
33
Closed
5
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$272K +$2.15K +129 +0.8%
CFGS
52
Concourse Financial Group Securities
Alabama
$271K -$23.2K -1,392 -8%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$262K +$266K +15,961 New
MA
54
Mutual Advisors
Nebraska
$255K
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$245K +$16.4K +986 +7%
BFA
56
Beacon Financial Advisory
Ohio
$222K -$49.8K -2,989 -18%
ERWM
57
Elk River Wealth Management
Colorado
$219K
Truist Financial
58
Truist Financial
North Carolina
$198K -$8.71K -523 -4%
APA
59
American Portfolios Advisors
New York
$197K -$3.58K -215 -2%
AIP
60
Ahrens Investment Partners
Louisiana
$189K
OPA
61
Old Port Advisors
Maine
$181K
SCA
62
Snowden Capital Advisors
New York
$166K +$100 +6 +0.1%
NFG
63
Next Financial Group
Texas
$151K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$143K -$38.1K -2,285 -21%
KIG
65
Kowal Investment Group
Wisconsin
$139K -$52.9K -3,173 -27%
ACA
66
Aptus Capital Advisors
Alabama
$116K -$42K -2,523 -26%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$109K +$110K +6,627 New
CBT
68
CoreFirst Bank & Trust
Kansas
$93K
JP Morgan Chase
69
JP Morgan Chase
New York
$86K
FFA
70
Founders Financial Alliance
North Carolina
$58K +$22.6K +1,358 +62%
HA
71
Herold Advisors
New York
$53K +$54.1K +3,250 New
Citigroup
72
Citigroup
New York
$36K -$142K -8,520 -79%
BAM
73
Bellevue Asset Management
Washington
$33K +$100 +6 +0.3%
EWA
74
Evolution Wealth Advisors
Florida
$33K +$33.3K +2,000 New
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$32.8K +$33.3K +2,000 New

MDIV Hedge Fund Activity: Q3 2021 in Review

93 of the 5,712 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 2021, worth a combined $153M — down 1.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 5 closed out — a net gain of 8 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Flaharty Asset Management, adding an estimated $1.42M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $582K.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2021, up from 87 in Q2 2021.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2021 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2021 was Flaharty Asset Management, an estimated $1.42M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2021 was Trustmark National Bank Trust Department, an estimated $582K sold.

Based on aggregated 13F filings for Q3 2021.