We are live on ! Find out more
MDIV icon

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

95 hedge funds and large institutions have $148M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $129K | Put options by funds: $37K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $133M → $148M (+$15.6M)

2% more funds holding

Funds holding: 9395 (+2)

1.68% more ownership

Funds ownership: 32.13%33.82% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
30
Closed
8
Calls
$129K
Puts
$37K
Net Calls
+$92K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$279K -$3.73K -229 -1%
NA
52
NewEdge Advisors
Louisiana
$278K +$19.8K +1,218 +8%
ACA
53
Aptus Capital Advisors
Alabama
$275K +$99.4K +6,113 +59%
PWS
54
Proactive Wealth Strategies
Georgia
$256K +$250K +15,400 New
AA
55
Apriem Advisors
California
$249K -$371K -22,800 -60%
FFA
56
Farther Finance Advisors
California
$242K -$14.8K -911 -6%
AFG
57
Atomi Financial Group
New York
$241K -$235K -14,444 -50%
SLC
58
Second Line Capital
Louisiana
$232K +$227K +13,955 New
LMKC
59
L.M. Kohn & Company
Ohio
$224K +$219K +13,440 New
Baird Financial Group
60
Baird Financial Group
Wisconsin
$212K
KDA
61
Kraft Davis & Associates
Missouri
$204K +$202K +12,448 New
Lido Advisors
62
Lido Advisors
California
$193K
ACMA
63
Arbor Capital Management (Alaska)
Alaska
$190K -$68.2K -4,194 -27%
SCA
64
Snowden Capital Advisors
New York
$185K +$181K +11,143 New
CCIA
65
Cherry Creek Investment Advisors
Colorado
$185K +$2.5K +154 +1%
GRP
66
Global Retirement Partners
California
$129K -$10.8K -662 -8%
GWM
67
Geneos Wealth Management
Colorado
$63.4K
EWM
68
EPG Wealth Management
Georgia
$60.4K +$59.1K +3,633 New
NFSG
69
Newbridge Financial Services Group
Florida
$55.4K -$1.5K -92 -3%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.8K
FFA
71
Founders Financial Alliance
North Carolina
$42.1K +$455 +28 +1%
NS
72
NBC Securities
Alabama
$40K -$23.1K -1,422 -37%
Citigroup
73
Citigroup
New York
$33.3K
US Bancorp
74
US Bancorp
Minnesota
$29.9K
BAM
75
Bellevue Asset Management
Washington
$28.9K +$163 +10 +0.6%

MDIV Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 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 2024, worth a combined $148M — up 12% from $133M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MDIV positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.24M. The largest seller was Royal Bank of Canada, cutting an estimated $558K.

  • 95 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $148M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2024 and 8 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 2024 was LPL Financial, an estimated $3.24M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $558K sold.

Based on aggregated 13F filings for Q3 2024.