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

94 hedge funds and large institutions have $134M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $37K | Put options by funds: $34K

2.05% less ownership

Funds ownership: 34.56%32.51% (-2.1%)

7% less funds holding

Funds holding: 10194 (-7)

11% less capital invested

Capital invested by funds: $150M → $134M (-$15.9M)

28% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 40

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
40
Closed
10
Calls
$37K
Puts
$34K
Net Calls
+$3K
Net Calls Change
-$13K

MDIV Hedge Fund Activity: Q2 2024 in Review

94 of the 6,935 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 2024, worth a combined $134M — down 11% from $150M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 5 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 29 added.

The largest buyer was Bank of America, adding an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $7.49M.

  • 94 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2024, down from 101 in Q1 2024.
  • Funds reported $134M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2024, down 11% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2024 and 10 closed out, a net change of -5 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2024 was Bank of America, an estimated $1.8M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2024 was Morgan Stanley, an estimated $7.49M sold.

Based on aggregated 13F filings for Q2 2024.