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

93 hedge funds and large institutions have $150M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $140M → $150M (+$10.2M)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.74% more ownership

Funds ownership: 30.4%31.14% (+0.74%)

4% less funds holding

Funds holding: 9793 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
29
Closed
14
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$30K
AWM
77
Accel Wealth Management
Iowa
$23K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$20K +$19.7K +1,180 New
CFGS
79
Concourse Financial Group Securities
Alabama
$18K -$239K -14,310 -93%
PB
80
Pinnacle Bancorp
Nebraska
$17K
JPLA
81
Joseph P. Lucia & Associates
New York
$17K +$17.1K +1,025 New
CP
82
Castleview Partners
Texas
$14K -$218K -13,084 -94%
SWM
83
Spire Wealth Management
Virginia
$13K -$15K -897 -53%
NFSG
84
Newbridge Financial Services Group
Florida
$12K
AIC
85
Archer Investment Corporation
Indiana
$10.8K
OC
86
Oakworth Capital
Alabama
$10K
CTC
87
Central Trust Company
Missouri
$8K
FFWM
88
Future Financial Wealth Management
Ohio
$8K
BCMLT
89
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$7.89K +473 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$7K
BFEC
91
Benjamin F. Edwards & Company
Missouri
$5K +$1.67K +100 +50%
SC
92
Stephens Consulting
Michigan
$3.37K
AA
93
AlphaMark Advisors
Kentucky
$3K
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$1.22M -73,566 Closed
Jane Street
95
Jane Street
New York
-$212K -12,776 Closed
ERWM
96
Elk River Wealth Management
Colorado
-$201K -12,088 Closed
MWM
97
Mission Wealth Management
California
-$193K -11,642 Closed
MML Investors Services
98
MML Investors Services
Massachusetts
-$179K -10,761 Closed
SCA
99
Snowden Capital Advisors
New York
-$161K -9,720 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$50K -3,029 Closed

MDIV Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 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 2022, worth a combined $150M — up 7.3% from $140M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MDIV and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $2.9M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $3.41M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2022, down from 97 in Q4 2021.
  • Funds reported $150M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2022 and 14 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 2022 was Ameriprise, an estimated $2.9M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2022 was Trustmark National Bank Trust Department, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2022.