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

89 hedge funds and large institutions have $187M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $157M → $187M (+$29.9M)

2% more funds holding

Funds holding: 8789 (+2)

2.22% more ownership

Funds ownership: 27.35%29.57% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
36
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$19K +$253 +14 +1%
PB
77
Pinnacle Bancorp
Nebraska
$18K
CAL
78
Capital Analysts LLC
Pennsylvania
$14K
AIC
79
Archer Investment Corporation
Indiana
$12K +$11.7K +648 New
CTC
80
Central Trust Company
Missouri
$9K
CFA
81
Carroll Financial Associates
North Carolina
$8K
FHA
82
Flagship Harbor Advisors
Massachusetts
$8K
GRP
83
Global Retirement Partners
California
$8K
RIA
84
Realta Investment Advisors
Delaware
$8K +$7.98K +441 New
AA
85
AlphaMark Advisors
Kentucky
$4K
GCA
86
Genesee Capital Advisors
New York
$4K +$54 +3 +1%
JPLA
87
Joseph P. Lucia & Associates
New York
$2.65K +$892K +49,290 New
TWM
88
Titus Wealth Management
California
$498
TSS
89
Two Sigma Securities
New York
-$403K -23,952 Closed
BWM
90
BerganKDV Wealth Management
Minnesota
-$44K -2,609 Closed
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
-$32K -1,874 Closed
MOS
92
MGO One Seven
Ohio
-$22K -1,315 Closed
TRCT
93
Tower Research Capital (TRC)
New York
-$20K -1,211 Closed
NFG
94
Next Financial Group
Texas
-$13K -789 Closed
CA
95
Claro Advisors
Massachusetts
-$9K -500 Closed
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
-$8K -450 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
-$2K -100 Closed

MDIV Hedge Fund Activity: Q1 2019 in Review

89 of the 4,621 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 2019, worth a combined $187M — up 19% from $157M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MDIV positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was UBS Group, adding an estimated $4.35M. The largest seller was Susquehanna International Group, cutting an estimated $2.15M.

  • 89 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2019, up from 87 in Q4 2018.
  • Funds reported $187M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2019, up 19% quarter-over-quarter.
  • 11 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2019 and 9 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 2019 was UBS Group, an estimated $4.35M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2019 was Susquehanna International Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2019.