We are live on ! Find out more
MDIV icon

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

87 hedge funds and large institutions have $155M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $138M → $155M (+$16.9M)

2.02% more ownership

Funds ownership: 29.45%31.46% (+2%)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding

Funds holding: 8787 (0)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
31
Closed
7
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
1
Trustmark National Bank Trust Department
Mississippi
$20.4M -$770K -45,821 -4%
FAM
2
Flaharty Asset Management
Florida
$16.3M +$1.76M +104,593 +12%
LPL Financial
3
LPL Financial
California
$16.2M +$2.07M +123,213 +15%
Wells Fargo
4
Wells Fargo
California
$11.9M +$4.04M +240,206 +52%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$378K +22,484 +4%
Bank of America
6
Bank of America
North Carolina
$7.37M +$1.4M +83,468 +24%
Ameriprise
7
Ameriprise
Minnesota
$5.71M -$192K -11,395 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.66M -$198K -11,767 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.44M -$43.7K -2,599 -0.8%
UBS Group
10
UBS Group
Switzerland
$4.46M -$203K -12,106 -4%
CIAS
11
Capital Investment Advisory Services
North Carolina
$4.18M +$215K +12,780 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.52M +$390K +23,201 +13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.36M -$30.8K -1,834 -0.9%
SG
14
StoneX Group
New York
$3.18M +$3.15M +187,612 New
HR
15
Hardy Reed
Mississippi
$3.04M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.65M +$1.4K +83 +0.1%
RJA
17
Raymond James & Associates
Florida
$2.29M -$81.6K -4,858 -3%
HIS
18
Harvest Investment Services
Illinois
$2.16M -$77.4K -4,608 -3%
HI
19
Harbour Investments
Wisconsin
$1.85M +$227K +13,488 +14%
AIC
20
Ameritas Investment Company
Nebraska
$1.56M +$1.46M +87,099 +1,686%
GWM
21
Geneos Wealth Management
Colorado
$1.4M +$72.1K +4,291 +6%
DAS
22
Dynamic Advisor Solutions
Arizona
$1.38M -$35.2K -2,096 -3%
SPC
23
Sigma Planning Corp
Michigan
$1.38M +$20.1K +1,195 +1%
CWM
24
Cornerstone Wealth Management
Missouri
$1.08M +$672 +40 +0.1%
AWM
25
AE Wealth Management
Kansas
$1.04M +$1.03M +61,436 New

MDIV Hedge Fund Activity: Q2 2021 in Review

87 of the 5,745 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 2021, worth a combined $155M — up 12% from $138M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDIV positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $910K sold.

  • 87 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $155M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2021 was Wells Fargo, an estimated $4.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2021 was Susquehanna International Group, an estimated $910K sold.

Based on aggregated 13F filings for Q2 2021.