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

103 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

8% more funds holding

Funds holding: 95 → 103 (+8)

3% more capital invested

Capital invested by funds: $148M → $153M (+$4.76M)

0.99% more ownership

Funds ownership: 33.82% → 34.81% (+0.99%)

52% less call options, than puts

Call options by funds: $74K | Put options by funds: $154K

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
35
Reduced
22
Closed
11
Calls
$74K
Puts
$154K
Net Calls
-$80K
Net Calls Change
-$172K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.04M
2
LPL Financial
LPL Financial
California
+$1.89M
3
FAM
Flaharty Asset Management
Florida
+$1.49M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$730K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$1.31M
2
SOS
Silver Oak Securities
Tennessee
-$508K
3
AWS
Atria Wealth Solutions
New York
-$350K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$298K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
76
Founders Financial Alliance
North Carolina
$41.4K +$479 +29 +1%
GWM
77
Geneos Wealth Management
Colorado
$40.6K -$21.5K -1,300 -34%
Citigroup
78
Citigroup
New York
$32.3K – – –
US Bancorp
79
US Bancorp
Minnesota
$29.1K – – –
BAM
80
Bellevue Asset Management
Washington
$28.2K +$165 +10 +0.6%
GM
81
GeoWealth Management
Illinois
$27.5K +$1.58K +96 +6%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$24.9K – – –
PB
83
Pinnacle Bancorp
Nebraska
$16.1K – – –
RWPA
84
Richard W. Paul & Associates
Michigan
$13.8K +$14.1K +853 New
CA
85
CoreCap Advisors
Michigan
$12.9K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.2K +740 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$10.6K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$9.97K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$6.46K – – –
PS
90
Principal Securities
Iowa
$6.35K – – –
CPG
91
Cornerstone Planning Group
New Jersey
$5.22K +$83 +5 +2%
MEG
92
Millstone Evans Group
Colorado
$5.01K +$5.12K +310 New
PSFG
93
Park Square Financial Group
Georgia
$4.49K +$4.59K +278 New
SC
94
Stephens Consulting
Michigan
$3.23K – – –
T
95
Transce3nd
Texas
$2.63K +$2.69K +163 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.65K +100 New
SIS
97
Sound Income Strategies
Florida
$1.71K – – –
SIM
98
Synergy Investment Management
Florida
$1.52K +$1.55K +94 New
DFA
99
DHJJ Financial Advisors
Illinois
$485 – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$131 – – –
1 2 3
4
5

MDIV Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 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 Q4 2024, worth a combined $153M — up 3.2% from $148M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MDIV positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.31M.

  • 103 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 21 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2024 was Ameriprise, an estimated $2.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2024 was Ameritas Advisory Services, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2024.