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

104 hedge funds and large institutions have $165M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $40K | Put options by funds: $6K

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $153M → $165M (+$12.1M)

1.82% more ownership

Funds ownership: 34.81%36.63% (+1.8%)

1% more funds holding

Funds holding: 103104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
29
Closed
11
Calls
$40K
Puts
$6K
Net Calls
+$34K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$49.3K +$49.4K +3,012 New
AWM
77
AE Wealth Management
Kansas
$46.6K
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.1K
RIA
79
Realta Investment Advisors
Delaware
$39.7K +$39.8K +2,425 New
NS
80
NBC Securities
Alabama
$39K +$40K +2,436 +121,800%
FFA
81
Founders Financial Alliance
North Carolina
$36.4K -$5.54K -338 -13%
Citigroup
82
Citigroup
New York
$32.7K
SPIA
83
Steward Partners Investment Advisory
New York
$31.2K +$31.3K +1,911 New
US Bancorp
84
US Bancorp
Minnesota
$29.4K
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$25.2K
TSMHT
86
Thurston Springer Miller Herd & Titak
Indiana
$23.2K +$23.3K +1,418 New
BAM
87
Bellevue Asset Management
Washington
$21.9K -$6.71K -409 -23%
PB
88
Pinnacle Bancorp
Nebraska
$16.4K
CI
89
CX Institutional
Indiana
$14K +$14K +853 New
CA
90
CoreCap Advisors
Michigan
$13.1K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$10.7K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$6.54K
PS
93
Principal Securities
Iowa
$6.35K
MEG
94
Millstone Evans Group
Colorado
$5.07K
CPG
95
Cornerstone Planning Group
New Jersey
$5.06K +$82 +5 +2%
AAP
96
Arax Advisory Partners
Colorado
$4.91K +$4.92K +300 New
PSFG
97
Park Square Financial Group
Georgia
$4.55K
SC
98
Stephens Consulting
Michigan
$3.27K
EWA
99
EverSource Wealth Advisors
Alabama
$2.7K +$2.71K +165 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K

MDIV Hedge Fund Activity: Q1 2025 in Review

104 of the 7,459 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 2025, worth a combined $165M — up 7.9% from $153M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 11 closed out — a net gain of 2 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $3.17M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.56M.

  • 104 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2025, up from 103 in Q4 2024.
  • Funds reported $165M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2025 and 11 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 2025 was Elevation Capital Advisory, an estimated $3.17M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2025.