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

101 hedge funds and large institutions have $173M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.13% more ownership

Funds ownership: 36.63%38.76% (+2.1%)

4% more capital invested

Capital invested by funds: $165M → $173M (+$7.27M)

3% less funds holding

Funds holding: 104101 (-3)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

62% less call options, than puts

Call options by funds: $49K | Put options by funds: $128K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
33
Reduced
37
Closed
10
Calls
$49K
Puts
$128K
Net Calls
-$79K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Flaharty Asset Management
Florida
$25.8M +$960K +60,858 +4%
Ameriprise
2
Ameriprise
Minnesota
$24.3M +$14.4M +915,595 +147%
LPL Financial
3
LPL Financial
California
$18.9M +$139K +8,845 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$13.6M +$44K +2,792 +0.3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.1M -$154K -9,779 -1%
Bank of America
6
Bank of America
North Carolina
$8.39M -$184K -11,683 -2%
HI
7
Harbour Investments
Wisconsin
$5.7M +$653K +41,404 +13%
Wells Fargo
8
Wells Fargo
California
$5.59M -$1.13M -71,695 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.45M +$218K +13,805 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$4.43M -$21.7K -1,378 -0.5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.26M +$231K +14,636 +6%
RW
12
Rockport Wealth
Ohio
$3.71M +$141K +8,918 +4%
CIAS
13
Capital Investment Advisory Services
North Carolina
$3.18M -$278K -17,650 -8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.39M +$542K +34,387 +29%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.37M -$365K -23,142 -13%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.19M -$134K -8,527 -6%
KAS
17
Kestra Advisory Services
Texas
$2.03M +$74.6K +4,728 +4%
HIS
18
Harvest Investment Services
Illinois
$1.69M +$30.8K +1,953 +2%
WS
19
Wedbush Securities
California
$1.3M +$2.16K +137 +0.2%
ECA
20
Elevated Capital Advisors
Utah
$1.18M
UBS Group
21
UBS Group
Switzerland
$1.16M -$21.7K -1,376 -2%
CCA
22
Cottonwood Capital Advisors
Utah
$1.05M -$158 -10 -0%
TWM
23
TCFG Wealth Management
California
$970K +$2.07K +131 +0.2%
Stifel Financial
24
Stifel Financial
Missouri
$961K -$1.53K -97 -0.2%
CWM
25
Cornerstone Wealth Management
Missouri
$914K +$10.6K +670 +1%

MDIV Hedge Fund Activity: Q2 2025 in Review

101 of the 7,596 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 2025, worth a combined $173M — up 4.4% from $165M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MDIV and 7 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 33 added.

The largest buyer was Ameriprise, adding an estimated $14.4M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $3.16M sold.

  • 101 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2025, down from 104 in Q1 2025.
  • Funds reported $173M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2025, up 4.4% quarter-over-quarter.
  • 7 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2025 was Ameriprise, an estimated $14.4M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2025 was Elevation Capital Advisory, an estimated $3.16M sold.

Based on aggregated 13F filings for Q2 2025.