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

94 hedge funds and large institutions have $149M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more capital invested

Capital invested by funds: $137M → $149M (+$12.1M)

0% more funds holding

Funds holding: 9494 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.76% less ownership

Funds ownership: 32.23%31.47% (-0.76%)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
27
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$25.8M -$546K -40,968 -2%
Morgan Stanley
2
Morgan Stanley
New York
$16.4M -$1.34M -100,925 -8%
LPL Financial
3
LPL Financial
California
$14.2M -$770K -57,808 -5%
Wells Fargo
4
Wells Fargo
California
$7.99M -$1.08M -81,384 -12%
Ameriprise
5
Ameriprise
Minnesota
$7.89M -$14M -1,051,659 -65%
ECA
6
Elevated Capital Advisors
Utah
$5.29M +$4.98M +374,012 New
UBS Group
7
UBS Group
Switzerland
$5.28M -$3.32M -249,218 -39%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.21M -$890K -66,796 -15%
Bank of America
9
Bank of America
North Carolina
$4.6M +$344K +25,833 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.51M +$24.3K +1,825 +0.6%
FAM
11
Flaharty Asset Management
Florida
$4.49M +$4.37M +327,904 New
RJA
12
Raymond James & Associates
Florida
$3.45M +$238K +17,838 +8%
SIM
13
SSI Investment Management
California
$3.22M +$3.13M +235,173 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.95M -$95.9K -7,198 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.83M -$1.93M -144,891 -41%
HR
16
Hardy Reed
Mississippi
$2.8M
CAN
17
Cetera Advisor Networks
California
$2.54M +$16.7K +1,257 +0.7%
CIAS
18
Capital Investment Advisory Services
North Carolina
$2.45M +$475K +35,615 +25%
HIS
19
Harvest Investment Services
Illinois
$2.36M +$712K +53,420 +45%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.03M +$34.9K +2,616 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.53M +$479K +35,924 +47%
DAS
22
Dynamic Advisor Solutions
Arizona
$1.23M +$146K +10,922 +14%
BFA
23
Beacon Financial Advisory
Ohio
$1.17M +$138K +10,357 +14%
CWM
24
Cornerstone Wealth Management
Missouri
$1.13M +$33.3K +2,497 +3%
FHB
25
First Hawaiian Bank
Hawaii
$1.13M +$1.1M +82,410 New

MDIV Hedge Fund Activity: Q2 2020 in Review

94 of the 4,877 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 2020, worth a combined $149M — up 8.8% from $137M a quarter earlier.

Fund positioning in MDIV was balanced in Q2 2020: 11 funds opened new positions, 11 closed out, 27 added to existing stakes and 34 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $4.37M. The largest seller was Ameriprise, cutting an estimated $14M.

  • 94 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $149M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2020, up 8.8% quarter-over-quarter.
  • 11 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2020 and 11 closed out, a net change of 0 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2020 was Flaharty Asset Management, an estimated $4.37M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2020 was Ameriprise, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.