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

100 hedge funds and large institutions have $140M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
42
Reduced
27
Closed
9
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M +$1.24M +84,759 +6%
FAM
2
Flaharty Asset Management
Florida
$21.2M +$316K +21,535 +2%
LPL Financial
3
LPL Financial
California
$14.9M +$2.46M +168,056 +20%
Ameriprise
4
Ameriprise
Minnesota
$7.12M -$16.2M -1,106,795 -69%
Wells Fargo
5
Wells Fargo
California
$6.1M -$1.56M -106,549 -20%
Bank of America
6
Bank of America
North Carolina
$5.24M -$362K -24,711 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.63M -$181K -12,318 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.18M -$691K -47,130 -14%
RJA
9
Raymond James & Associates
Florida
$3.92M -$559K -38,159 -12%
UBS Group
10
UBS Group
Switzerland
$3.8M +$168K +11,465 +5%
CIAS
11
Capital Investment Advisory Services
North Carolina
$3.67M +$114K +7,769 +3%
HI
12
Harbour Investments
Wisconsin
$3.61M +$492K +33,548 +16%
AAS
13
Ameritas Advisory Services
Nebraska
$2.61M -$201K -13,685 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.34M +$114K +7,765 +5%
CAN
15
Cetera Advisor Networks
California
$2.05M +$493K +33,609 +32%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.95M +$149K +10,134 +8%
HIS
17
Harvest Investment Services
Illinois
$1.79M -$13.1K -894 -0.7%
KAS
18
Kestra Advisory Services
Texas
$1.7M +$857K +58,476 +101%
CCA
19
Cottonwood Capital Advisors
Utah
$1.63M -$9.9K -675 -0.6%
TA
20
TrueWealth Advisors
Alabama
$1.4M +$307K +20,975 +28%
ECA
21
Elevated Capital Advisors
Utah
$1.37M +$28.4K +1,934 +2%
SPC
22
Sigma Planning Corp
Michigan
$1.37M +$129K +8,796 +10%
SOS
23
Silver Oak Securities
Tennessee
$1.33M +$1.33M +90,915 New
AWS
24
Atria Wealth Solutions
New York
$1.08M +$287K +19,546 +36%
DAS
25
Dynamic Advisor Solutions
Arizona
$1.05M -$104K -7,066 -9%