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

101 hedge funds and large institutions have $150M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 100101 (+1)

0.64% less ownership

Funds ownership: 35.2%34.56% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

6% less capital invested

Capital invested by funds: $159M → $150M (-$8.86M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
35
Reduced
38
Closed
8
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$13K

MDIV Hedge Fund Activity: Q1 2024 in Review

101 of the 6,958 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 2024, worth a combined $150M — down 5.6% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MDIV positions and 8 closed out — a net gain of 2 holders — while 35 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.81M. The largest seller was GeoWealth Management, exiting entirely with an estimated $8.4M sold.

  • 101 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $150M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 10 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2024 and 8 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 2024 was Morgan Stanley, an estimated $6.81M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2024 was GeoWealth Management, an estimated $8.4M sold.

Based on aggregated 13F filings for Q1 2024.