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

99 hedge funds and large institutions have $169M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $5K | Put options by funds: $2K

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $134M → $169M (+$34.5M)

4.89% more ownership

Funds ownership: 32.43%37.32% (+4.9%)

4% more funds holding

Funds holding: 9599 (+4)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
30
Reduced
41
Closed
7
Calls
$5K
Puts
$2K
Net Calls
+$3K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.2M +$6.88M +462,498 +40%
FAM
2
Flaharty Asset Management
Florida
$24.2M +$155K +10,440 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$15.5M +$7.1M +477,226 +94%
LPL Financial
4
LPL Financial
California
$12.1M -$507K -34,072 -4%
GM
5
GeoWealth Management
Illinois
$8.4M +$5.66M +380,690 +244%
Bank of America
6
Bank of America
North Carolina
$6.92M -$44.7K -3,007 -0.7%
CAN
7
Cetera Advisor Networks
California
$6.32M +$3.46M +232,284 +135%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.03M +$328K +22,019 +7%
Wells Fargo
9
Wells Fargo
California
$4.99M -$477K -32,048 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.67M +$148K +9,948 +3%
HI
11
Harbour Investments
Wisconsin
$4.06M +$234K +15,709 +6%
CIAS
12
Capital Investment Advisory Services
North Carolina
$3.77M -$29K -1,947 -0.8%
UBS Group
13
UBS Group
Switzerland
$3.71M +$256K +17,178 +8%
Lido Advisors
14
Lido Advisors
California
$3.09M +$860K +57,804 New
Osaic Holdings
15
Osaic Holdings
Arizona
$3.05M -$408K -27,436 -12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.7M -$55.7K -3,741 -2%
SOS
17
Silver Oak Securities
Tennessee
$2.01M +$1.91M +128,442 New
HIS
18
Harvest Investment Services
Illinois
$1.84M +$6.49K +436 +0.4%
RJA
19
Raymond James & Associates
Florida
$1.77M -$133K -8,966 -7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.76M +$22.3K +1,500 +1%
KAS
21
Kestra Advisory Services
Texas
$1.6M -$307K -20,642 -17%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.59M -$105K -7,030 -6%
TA
23
TrueWealth Advisors
Alabama
$1.57M -$168K -11,290 -10%
CCA
24
Cottonwood Capital Advisors
Utah
$1.46M -$20.3K -1,362 -1%
ECA
25
Elevated Capital Advisors
Utah
$1.19M -$6.88K -462 -0.6%

MDIV Hedge Fund Activity: Q4 2023 in Review

99 of the 6,859 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 Q4 2023, worth a combined $169M — up 26% from $134M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 7 closed out — a net gain of 6 holders — while 30 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.1M. The largest seller was Ameritas Advisory Services, cutting an estimated $2.46M.

  • 99 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2023, up from 95 in Q3 2023.
  • Funds reported $169M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2023, up 26% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2023 was Ameriprise, an estimated $7.1M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2023 was Ameritas Advisory Services, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2023.