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

91 hedge funds and large institutions have $170M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $150M → $170M (+$20.5M)

5.02% more ownership

Funds ownership: 31.14%36.15% (+5%)

2% less funds holding

Funds holding: 9391 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
31
Reduced
27
Closed
10
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$228K +$3.59K +221 +1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$225K -$34.5K -2,126 -13%
AAS
53
Avantax Advisory Services
Texas
$221K +$236K +14,575 New
BFA
54
Beacon Financial Advisory
Ohio
$194K
CFD
55
Creative Financial Designs
Indiana
$190K +$203K +12,493 New
APA
56
American Portfolios Advisors
New York
$179K -$11.7K -718 -6%
CI
57
CX Institutional
Indiana
$171K -$15.4K -947 -8%
AIP
58
Ahrens Investment Partners
Louisiana
$168K
OPA
59
Old Port Advisors
Maine
$162K
MCC
60
Money Concepts Capital
Florida
$132K -$513K -31,630 -79%
ACA
61
Aptus Capital Advisors
Alabama
$95K -$13.5K -834 -12%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$95K +$101K +6,238 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$91K -$28.5K -1,758 -23%
CBT
64
CoreFirst Bank & Trust
Kansas
$86K
FFA
65
Founders Financial Alliance
North Carolina
$74K -$162 -10 -0.2%
DWMG
66
DB Wealth Management Group
California
$66K
JP Morgan Chase
67
JP Morgan Chase
New York
$65K
PFS
68
Prospera Financial Services
Texas
$42K -$16 -1 -0%
PTC
69
Private Trust Company
Ohio
$41K +$43.5K +2,682 New
BAM
70
Bellevue Asset Management
Washington
$40K +$130 +8 +0.3%
CFGS
71
Concourse Financial Group Securities
Alabama
$32K +$16.2K +1,000 +92%
Citigroup
72
Citigroup
New York
$30K +$32 +2 +0.1%
WA
73
Win Advisors
Florida
$27K -$2.67M -164,734 -99%
US Bancorp
74
US Bancorp
Minnesota
$27K
AWM
75
Accel Wealth Management
Iowa
$21K

MDIV Hedge Fund Activity: Q2 2022 in Review

91 of the 5,936 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 Q2 2022, worth a combined $170M — up 14% from $150M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 9 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $34.4M. The largest seller was Win Advisors, cutting an estimated $2.67M.

  • 91 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2022, down from 93 in Q1 2022.
  • Funds reported $170M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2022, up 14% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2022 and 10 closed out, a net change of -1 holder.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2022 was Ameriprise, an estimated $34.4M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2022 was Win Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2022.