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

93 hedge funds and large institutions have $150M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $140M → $150M (+$10.2M)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.74% more ownership

Funds ownership: 30.4%31.14% (+0.74%)

4% less funds holding

Funds holding: 9793 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
29
Closed
14
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Flaharty Asset Management
Florida
$21.6M +$1.35M +81,245 +7%
LPL Financial
2
LPL Financial
California
$15.2M +$1.13M +67,792 +8%
Wells Fargo
3
Wells Fargo
California
$12.4M +$1.28M +76,706 +12%
Morgan Stanley
4
Morgan Stanley
New York
$10.3M +$830K +49,764 +9%
Ameriprise
5
Ameriprise
Minnesota
$9.5M +$2.9M +174,129 +45%
Bank of America
6
Bank of America
North Carolina
$6.92M -$970K -58,154 -12%
SG
7
StoneX Group
New York
$5.85M +$1.1M +65,706 +23%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.86M +$25K +1,502 +0.5%
RJA
9
Raymond James & Associates
Florida
$4.6M +$2.29M +137,153 +101%
UBS Group
10
UBS Group
Switzerland
$4.52M +$110K +6,625 +3%
CIAS
11
Capital Investment Advisory Services
North Carolina
$3.96M -$3.12K -187 -0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.68M -$367K -22,003 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.41M +$320K +19,189 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.14M +$210K +12,621 +7%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.81M +$183K +10,996 +7%
WA
16
Win Advisors
Florida
$2.81M +$2.78M +166,468 New
AAS
17
Ameritas Advisory Services
Nebraska
$2.38M +$275K +16,519 +13%
HIS
18
Harvest Investment Services
Illinois
$2.29M -$5.93K -356 -0.3%
TNBTD
19
Trustmark National Bank Trust Department
Mississippi
$2.22M -$3.41M -204,760 -61%
CCA
20
Cottonwood Capital Advisors
Utah
$1.72M +$71.7K +4,298 +4%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.45M -$40.2K -2,412 -3%
ECA
22
Elevated Capital Advisors
Utah
$1.41M +$1.39M +83,306 New
SPC
23
Sigma Planning Corp
Michigan
$1.38M -$55.9K -3,353 -4%
GWM
24
Geneos Wealth Management
Colorado
$1.36M +$550 +33 +0%
IA
25
IFP Advisors
Florida
$1.18M +$421K +25,246 +71%

MDIV Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 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 2022, worth a combined $150M — up 7.3% from $140M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MDIV and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 31 added.

The largest buyer was Ameriprise, adding an estimated $2.9M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $3.41M.

  • 93 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2022, down from 97 in Q4 2021.
  • Funds reported $150M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 12 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2022 and 14 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 2022 was Ameriprise, an estimated $2.9M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2022 was Trustmark National Bank Trust Department, an estimated $3.41M sold.

Based on aggregated 13F filings for Q1 2022.