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

104 hedge funds and large institutions have $165M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $40K | Put options by funds: $6K

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $153M → $165M (+$12.1M)

1.82% more ownership

Funds ownership: 34.81%36.63% (+1.8%)

1% more funds holding

Funds holding: 103104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
29
Closed
11
Calls
$40K
Puts
$6K
Net Calls
+$34K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Flaharty Asset Management
Florida
$25.7M +$1.66M +101,426 +7%
LPL Financial
2
LPL Financial
California
$19.4M +$1.66M +101,162 +9%
Morgan Stanley
3
Morgan Stanley
New York
$14.1M +$254K +15,501 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.7M +$431K +26,279 +4%
Ameriprise
5
Ameriprise
Minnesota
$10.2M +$221K +13,453 +2%
Bank of America
6
Bank of America
North Carolina
$8.87M -$11.7K -714 -0.1%
Wells Fargo
7
Wells Fargo
California
$6.95M +$965K +58,852 +16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.41M +$223K +13,600 +4%
HI
9
Harbour Investments
Wisconsin
$5.22M +$205K +12,494 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$4.6M -$364K -22,194 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.17M +$524K +31,930 +14%
RW
12
Rockport Wealth
Ohio
$3.69M +$2.17M +132,012 +141%
CIAS
13
Capital Investment Advisory Services
North Carolina
$3.57M -$181K -11,035 -5%
ECA
14
Elevation Capital Advisory
Oregon
$3.16M +$3.17M +193,227 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.83M +$101K +6,146 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.4M -$128K -7,813 -5%
KAS
17
Kestra Advisory Services
Texas
$2.02M -$81.8K -4,986 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.91M +$1.19M +72,730 +164%
HIS
19
Harvest Investment Services
Illinois
$1.72M +$67.5K +4,113 +4%
WS
20
Wedbush Securities
California
$1.35M +$80.9K +4,933 +6%
UBS Group
21
UBS Group
Switzerland
$1.22M -$156K -9,533 -11%
SPC
22
Sigma Planning Corp
Michigan
$1.2M +$35.5K +2,167 +3%
ECA
23
Elevated Capital Advisors
Utah
$1.18M -$108K -6,563 -8%
TA
24
TrueWealth Advisors
Alabama
$1.1M -$65.5K -3,995 -6%
CCA
25
Cottonwood Capital Advisors
Utah
$1.09M -$45.1K -2,751 -4%

MDIV Hedge Fund Activity: Q1 2025 in Review

104 of the 7,459 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 2025, worth a combined $165M — up 7.9% from $153M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 11 closed out — a net gain of 2 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $3.17M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.56M.

  • 104 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2025, up from 103 in Q4 2024.
  • Funds reported $165M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2025, up 7.9% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2025 and 11 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 2025 was Elevation Capital Advisory, an estimated $3.17M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2025.