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

103 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

8% more funds holding

Funds holding: 95103 (+8)

3% more capital invested

Capital invested by funds: $148M → $153M (+$4.76M)

0.99% more ownership

Funds ownership: 33.82%34.81% (+0.99%)

52% less call options, than puts

Call options by funds: $74K | Put options by funds: $154K

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
35
Reduced
22
Closed
11
Calls
$74K
Puts
$154K
Net Calls
-$80K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
PSI Advisors
Florida
$296K +$3.71K +225 +1%
KFGK
52
Keystone Financial Group (Kentucky)
Kentucky
$296K -$9.46K -573 -3%
IAIM
53
International Assets Investment Management
Florida
$291K +$296K +17,932 New
Comerica Bank
54
Comerica Bank
Texas
$283K
Citadel Advisors
55
Citadel Advisors
Florida
$276K -$251K -15,221 -47%
SWP
56
Stratos Wealth Partners
Ohio
$275K +$4.47K +271 +2%
NA
57
NewEdge Advisors
Louisiana
$270K
PWS
58
Proactive Wealth Strategies
Georgia
$249K
LMKC
59
L.M. Kohn & Company
Ohio
$217K
Baird Financial Group
60
Baird Financial Group
Wisconsin
$216K +$9.9K +600 +5%
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$214K +$26.7K +1,615 +14%
KDA
62
Kraft Davis & Associates
Missouri
$204K
SCA
63
Snowden Capital Advisors
New York
$181K +$1.5K +91 +0.8%
OP
64
ORG Partners
Indiana
$178K +$182K +11,000 New
FFA
65
Farther Finance Advisors
California
$174K -$62.3K -3,777 -26%
ASN
66
Advisory Services Network
Georgia
$170K +$174K +10,546 New
HA
67
Huntleigh Advisors
Missouri
$163K +$167K +10,108 New
Bessemer Group
68
Bessemer Group
New Jersey
$148K +$151K +9,140 New
GRP
69
Global Retirement Partners
California
$126K
IWA
70
Icon Wealth Advisors
Texas
$125K +$128K +7,742 New
MCM
71
MAI Capital Management
Ohio
$113K +$116K +7,002 New
NFSG
72
Newbridge Financial Services Group
Florida
$73.7K +$20.3K +1,228 +37%
EWM
73
EPG Wealth Management
Georgia
$59.6K +$957 +58 +2%
AWM
74
AE Wealth Management
Kansas
$46K +$47K +2,848 New
GWANC
75
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.5K

MDIV Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 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 Q4 2024, worth a combined $153M — up 3.2% from $148M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MDIV positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.31M.

  • 103 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 21 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2024 was Ameriprise, an estimated $2.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2024 was Ameritas Advisory Services, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2024.