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

93 hedge funds and large institutions have $133M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $37K | Put options by funds: $34K

1.75% less ownership

Funds ownership: 33.88%32.13% (-1.7%)

7% less funds holding

Funds holding: 10093 (-7)

10% less capital invested

Capital invested by funds: $147M → $133M (-$14.5M)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
39
Closed
10
Calls
$37K
Puts
$34K
Net Calls
+$3K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
PB
76
Pinnacle Bancorp
Nebraska
$15.7K
BFEC
77
Benjamin F. Edwards & Company
Missouri
$15K +$455 +29 +3%
CA
78
CoreCap Advisors
Michigan
$12.6K
CFGS
79
Concourse Financial Group Securities
Alabama
$9.56K
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.61K +$125 +8 +1%
CP
81
Castleview Partners
Texas
$6.93K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$6.32K
PS
83
Principal Securities
Iowa
$6.18K -$63 -4 -1%
CPG
84
Cornerstone Planning Group
New Jersey
$4.92K +$4.86K +310 New
OC
85
Oakworth Capital
Alabama
$3.38K
TRCT
86
Tower Research Capital (TRC)
New York
$3.29K +$1.9K +121 +138%
SC
87
Stephens Consulting
Michigan
$3.14K
AA
88
AlphaMark Advisors
Kentucky
$3K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.82K
SIS
90
Sound Income Strategies
Florida
$1.67K +$1.66K +106 New
DFA
91
DHJJ Financial Advisors
Illinois
$472
JP Morgan Chase
92
JP Morgan Chase
New York
$126
SAM
93
Smartleaf Asset Management
Massachusetts
$115 -$63 -4 -36%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$16 +$16 +1 New
AWA
95
Authentikos Wealth Advisory
California
-$631K -39,960 Closed
Goldman Sachs
96
Goldman Sachs
New York
-$381K -24,140 Closed
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
-$298K -18,879 Closed
HF
98
HRT Financial
New York
-$231K -14,669 Closed
DAS
99
Dynamic Advisor Solutions
Arizona
-$221K -14,005 Closed
D
100
Diversified
Delaware
-$204K -12,941 Closed

MDIV Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 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 Q2 2024, worth a combined $133M — down 9.8% from $147M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 5 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 29 added.

The largest buyer was Bank of America, adding an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $7.49M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2024, down from 100 in Q1 2024.
  • Funds reported $133M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2024 was Bank of America, an estimated $1.8M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2024 was Morgan Stanley, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2024.