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

93 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

7% more funds holding

Funds holding: 8793 (+6)

1% more ownership

Funds ownership: 31.46%32.47% (+1%)

1% less capital invested

Capital invested by funds: $155M → $153M (-$1.66M)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
33
Closed
5
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$31K -$26.6K -1,597 -46%
US Bancorp
77
US Bancorp
Minnesota
$30K
AWM
78
Accel Wealth Management
Iowa
$22K
TRCT
79
Tower Research Capital (TRC)
New York
$19K -$20.3K -1,221 -51%
NFSG
80
Newbridge Financial Services Group
Florida
$19K -$14.2K -850 -43%
SWM
81
Spire Wealth Management
Virginia
$18K
JPLA
82
Joseph P. Lucia & Associates
New York
$17K -$11.7K -700 -41%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$17K +$17.1K +1,024 New
PB
84
Pinnacle Bancorp
Nebraska
$16K
William Blair & Company
85
William Blair & Company
Illinois
$13K
AIC
86
Archer Investment Corporation
Indiana
$10.6K +$10.8K +648 New
AWA
87
Arkadios Wealth Advisors
Georgia
$10K
OC
88
Oakworth Capital
Alabama
$9K -$6.86K -412 -42%
CTC
89
Central Trust Company
Missouri
$8K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$7K
JFA
91
JNBA Financial Advisors
Minnesota
$4K +$4.16K +250 New
AA
92
AlphaMark Advisors
Kentucky
$3K
AA
93
Ancora Advisors
Ohio
$2K +$1.67K +100 New
Citadel Advisors
94
Citadel Advisors
Florida
-$553K -32,641 Closed
LFAS
95
Level Four Advisory Services
Texas
-$359K -21,155 Closed
GVAG
96
Great Valley Advisor Group
Delaware
-$254K -14,972 Closed
EIP
97
Ellis Investment Partners
Pennsylvania
-$3K -201 Closed

MDIV Hedge Fund Activity: Q3 2021 in Review

93 of the 5,712 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 2021, worth a combined $153M — down 1.1% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 5 closed out — a net gain of 8 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Flaharty Asset Management, adding an estimated $1.42M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $582K.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2021, up from 87 in Q2 2021.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2021 and 5 closed out, a net change of +8 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2021 was Flaharty Asset Management, an estimated $1.42M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2021 was Trustmark National Bank Trust Department, an estimated $582K sold.

Based on aggregated 13F filings for Q3 2021.