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

93 hedge funds and large institutions have $150M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $140M → $150M (+$10.2M)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.74% more ownership

Funds ownership: 30.4%31.14% (+0.74%)

4% less funds holding

Funds holding: 9793 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
29
Closed
14
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$286K +$33.3K +1,995 +13%
RA
52
RFG Advisory
Alabama
$251K -$13.4K -805 -5%
GIA
53
Gladstone Institutional Advisory
Florida
$250K +$247K +14,838 New
GM
54
GeoWealth Management
Illinois
$228K +$225K +13,505 New
BFA
55
Beacon Financial Advisory
Ohio
$216K -$12K -717 -5%
APA
56
American Portfolios Advisors
New York
$211K +$12.6K +753 +6%
Citadel Advisors
57
Citadel Advisors
Florida
$210K +$208K +12,473 New
CI
58
CX Institutional
Indiana
$206K -$1.95M -116,703 -91%
AIP
59
Ahrens Investment Partners
Louisiana
$187K -$6.67K -400 -3%
OPA
60
Old Port Advisors
Maine
$179K -$4.18K -251 -2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$131K +$2.3K +138 +2%
RFWA
62
RPg Family Wealth Advisory
Massachusetts
$130K
ACA
63
Aptus Capital Advisors
Alabama
$119K
EWM
64
EPG Wealth Management
Georgia
$113K -$40.9K -2,451 -27%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$106K -$4.63K -278 -4%
CBT
66
CoreFirst Bank & Trust
Kansas
$96K
HA
67
Herold Advisors
New York
$88.5K +$87.5K +5,250 New
FFA
68
Founders Financial Alliance
North Carolina
$82K -$200 -12 -0.2%
DWMG
69
DB Wealth Management Group
California
$73K
JP Morgan Chase
70
JP Morgan Chase
New York
$72K
PFS
71
Prospera Financial Services
Texas
$46K -$214K -12,843 -82%
BAM
72
Bellevue Asset Management
Washington
$45K +$10.1K +607 +30%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$43K -$3.13K -188 -7%
Citigroup
74
Citigroup
New York
$34K
SPIA
75
Steward Partners Investment Advisory
New York
$32K

MDIV Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 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 2022, worth a combined $150M — up 7.3% from $140M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MDIV and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $2.9M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $3.41M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2022, down from 97 in Q4 2021.
  • Funds reported $150M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2022 and 14 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 2022 was Ameriprise, an estimated $2.9M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2022 was Trustmark National Bank Trust Department, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2022.