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

95 hedge funds and large institutions have $148M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $129K | Put options by funds: $37K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $133M → $148M (+$15.6M)

2% more funds holding

Funds holding: 9395 (+2)

1.68% more ownership

Funds ownership: 32.13%33.82% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
30
Closed
8
Calls
$129K
Puts
$37K
Net Calls
+$92K
Net Calls Change
+$89K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
76
Realta Investment Advisors
Delaware
$27.5K -$347K -21,350 -93%
GM
77
GeoWealth Management
Illinois
$26.7K +$26.1K +1,604 New
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$25.7K
PB
79
Pinnacle Bancorp
Nebraska
$16.6K
CA
80
CoreCap Advisors
Michigan
$13.3K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$10.9K -$51.2K -3,145 -83%
CFGS
82
Concourse Financial Group Securities
Alabama
$10.1K
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.19K +$81 +5 +0.9%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$6.62K
PS
85
Principal Securities
Iowa
$6.54K
CPG
86
Cornerstone Planning Group
New Jersey
$5.11K +$33 +2 +0.6%
OC
87
Oakworth Capital
Alabama
$3.58K
SC
88
Stephens Consulting
Michigan
$3.33K
AA
89
AlphaMark Advisors
Kentucky
$3K
SIS
90
Sound Income Strategies
Florida
$1.76K
CA
91
Crewe Advisors
Utah
$1.66K +$1.63K +100 New
DFA
92
DHJJ Financial Advisors
Illinois
$499
JP Morgan Chase
93
JP Morgan Chase
New York
$136
SAM
94
Smartleaf Asset Management
Massachusetts
$122
TRCT
95
Tower Research Capital (TRC)
New York
$33 -$3.37K -207 -99%
IAIM
96
International Assets Investment Management
Florida
-$326K -20,755 Closed
Jane Street
97
Jane Street
New York
-$247K -15,692 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$194K -12,338 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
-$175K -11,131 Closed
SWM
100
Spire Wealth Management
Virginia
-$40.4K -2,571 Closed

MDIV Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 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 2024, worth a combined $148M — up 12% from $133M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MDIV positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.24M. The largest seller was Royal Bank of Canada, cutting an estimated $558K.

  • 95 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $148M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2024 was LPL Financial, an estimated $3.24M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $558K sold.

Based on aggregated 13F filings for Q3 2024.