We are live on ! Find out more
MDIV icon

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

83 hedge funds and large institutions have $230M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 7983 (+4)

1% more capital invested

Capital invested by funds: $227M → $230M (+$2.75M)

0.11% more ownership

Funds ownership: 28.72%28.83% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
26
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$36.7M -$1.48M -79,514 -10%
Morgan Stanley
2
Morgan Stanley
New York
$25.7M -$4.76M -255,434 -16%
TNBTD
3
Trustmark National Bank Trust Department
Mississippi
$24.6M +$433K +23,256 +2%
Wells Fargo
4
Wells Fargo
California
$18M +$229K +12,298 +1%
LPL Financial
5
LPL Financial
California
$17.1M +$252K +13,555 +1%
Ameriprise
6
Ameriprise
Minnesota
$16.4M +$292K +15,664 +4%
Bank of America
7
Bank of America
North Carolina
$11.4M -$494K -26,497 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.06M +$699K +37,534 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.74M -$246K -13,230 -3%
UBS Group
10
UBS Group
Switzerland
$7.61M -$225K -12,106 -3%
RJA
11
Raymond James & Associates
Florida
$5.23M -$176K -9,466 -3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$5.2M -$200K -10,735 -4%
SWP
13
Stratos Wealth Partners
Ohio
$5.07M +$116K +6,253 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.42M -$88.6K -4,755 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.37M -$256K -13,744 -7%
CCA
16
Clearwater Capital Advisors
Illinois
$3.18M -$211K -11,346 -6%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.77M -$58.1K -3,118 -2%
CAN
18
Cetera Advisor Networks
California
$2.35M +$387K +20,775 +20%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.97M -$63.4K -3,405 -3%
GWM
20
Geneos Wealth Management
Colorado
$1.58M +$249K +13,362 +19%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.3M +$195K +10,490 +18%
BTS
22
BB&T Securities
Virginia
$1.18M +$391K +20,971 +49%
HFS
23
HL Financial Services
Kentucky
$1.03M -$16.1K -865 -2%
TWM
24
Titus Wealth Management
California
$999K +$18.6K +1,000 +2%
MML Investors Services
25
MML Investors Services
Massachusetts
$900K +$453K +24,333 +101%

MDIV Hedge Fund Activity: Q3 2018 in Review

83 of the 4,375 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 2018, worth a combined $230M — up 1.2% from $227M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDIV positions and 6 closed out — a net gain of 4 holders — while 26 added to existing stakes and 33 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $699K. The largest seller was Morgan Stanley, cutting an estimated $4.76M.

  • 83 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2018, up from 79 in Q2 2018.
  • Funds reported $230M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2018, up 1.2% quarter-over-quarter.
  • 10 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2018 and 6 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 2018 was Raymond James Financial Services Advisors, an estimated $699K added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2018 was Morgan Stanley, an estimated $4.76M sold.

Based on aggregated 13F filings for Q3 2018.