We are live on ! Find out more
MDIV icon

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

103 hedge funds and large institutions have $153M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

8% more funds holding

Funds holding: 95103 (+8)

3% more capital invested

Capital invested by funds: $148M → $153M (+$4.76M)

0.99% more ownership

Funds ownership: 33.82%34.81% (+0.99%)

52% less call options, than puts

Call options by funds: $74K | Put options by funds: $154K

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
35
Reduced
22
Closed
11
Calls
$74K
Puts
$154K
Net Calls
-$80K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Flaharty Asset Management
Florida
$23.7M +$1.49M +90,498 +7%
LPL Financial
2
LPL Financial
California
$17.6M +$1.89M +114,612 +12%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M +$713K +43,174 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.1M +$1.2M +72,750 +12%
Ameriprise
5
Ameriprise
Minnesota
$9.84M +$2.04M +123,512 +25%
Bank of America
6
Bank of America
North Carolina
$8.77M +$75.9K +4,600 +0.9%
Wells Fargo
7
Wells Fargo
California
$5.92M +$252K +15,262 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.12M -$94.9K -5,751 -2%
HI
9
Harbour Investments
Wisconsin
$4.95M +$274K +16,572 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$4.9M +$5.01M +303,686 New
CIAS
11
Capital Investment Advisory Services
North Carolina
$3.71M -$274K -16,624 -7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.6M +$259K +15,703 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.69M +$730K +44,236 +36%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.5M +$174K +10,555 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.48M +$557K +33,748 +28%
KAS
16
Kestra Advisory Services
Texas
$2.08M +$199K +12,045 +10%
HIS
17
Harvest Investment Services
Illinois
$1.63M -$216K -13,065 -11%
RW
18
Rockport Wealth
Ohio
$1.51M +$222K +13,464 +17%
UBS Group
19
UBS Group
Switzerland
$1.36M -$92.9K -5,628 -6%
ECA
20
Elevated Capital Advisors
Utah
$1.27M -$9.43K -571 -0.7%
WS
21
Wedbush Securities
California
$1.25M -$10.3K -625 -0.8%
TA
22
TrueWealth Advisors
Alabama
$1.16M -$70.2K -4,251 -6%
SPC
23
Sigma Planning Corp
Michigan
$1.15M +$24.8K +1,505 +2%
CCA
24
Cottonwood Capital Advisors
Utah
$1.12M -$53.8K -3,262 -4%
TWM
25
TCFG Wealth Management
California
$989K

MDIV Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 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 2024, worth a combined $153M — up 3.2% from $148M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MDIV positions and 11 closed out — a net gain of 10 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.31M.

  • 103 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $153M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 21 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q4 2024 was Ameriprise, an estimated $2.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2024 was Ameritas Advisory Services, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2024.