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

Overview Fund Activity

93 hedge funds and large institutions have $164M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
35
Reduced
26
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$30K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.48M
2
RJA
2
Raymond James & Associates
Florida
$12.4M
3
SAM
3
Stringer Asset Management
Tennessee
$6.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.76M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.91M
2
Wells Fargo
2
Wells Fargo
California
$10.5M
3
GWM
3
Geneos Wealth Management
Colorado
$353K
4
AWS
4
Atria Wealth Solutions
New York
$631K
5
BFA
5
Beacon Financial Advisory
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$26K – – –
WA
77
Win Advisors
Florida
$25K – – –
AWM
78
Accel Wealth Management
Iowa
$20K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$15K +$15K +1,044 New
PB
80
Pinnacle Bancorp
Nebraska
$14K – – –
CP
81
Castleview Partners
Texas
$12K -$75.2K -5,259 -86%
NFSG
82
Newbridge Financial Services Group
Florida
$10K – – –
AIC
83
Archer Investment Corporation
Indiana
$9.36K – – –
GRP
84
Global Retirement Partners
California
$9K +$9K +582 New
OC
85
Oakworth Capital
Alabama
$8K – – –
WAM
86
WFA Asset Management
Wisconsin
$7.42K +$7.42K +514 New
CTC
87
Central Trust Company
Missouri
$7K – – –
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K +$116 +8 +2%
TWM
89
Tradition Wealth Management
Minnesota
$7K +$7K +455 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$4K – – –
AA
91
AlphaMark Advisors
Kentucky
$3K – – –
SC
92
Stephens Consulting
Michigan
$2.89K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$6 – – –
BFA
94
Beacon Financial Advisory
Ohio
– -$194K -12,803 Closed
AIP
95
Ahrens Investment Partners
Louisiana
– -$168K -11,100 Closed
OPA
96
Old Port Advisors
Maine
– -$162K -10,603 Closed
MCC
97
Money Concepts Capital
Florida
– -$132K -8,589 Closed
PFS
98
Prospera Financial Services
Texas
– -$42K -2,755 Closed
AW
99
ACG Wealth
Georgia
– -$19K -1,231 Closed
JPLA
100
Joseph P. Lucia & Associates
New York
– -$16K -1,025 Closed
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