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

91 hedge funds and large institutions have $159M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $558K | Put options by funds: $84K

23% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 30

1.33% less ownership

Funds ownership: 38.76%37.43% (-1.3%)

8% less capital invested

Capital invested by funds: $173M → $159M (-$14.1M)

10% less funds holding

Funds holding: 10191 (-10)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
37
Reduced
30
Closed
14
Calls
$558K
Puts
$84K
Net Calls
+$474K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$24M -$657K -40,877 -3%
LPL Financial
2
LPL Financial
California
$20.7M +$1.52M +94,801 +8%
Morgan Stanley
3
Morgan Stanley
New York
$13.6M -$279K -17,331 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M -$29.7K -1,850 -0.3%
Stifel Financial
5
Stifel Financial
Missouri
$9.06M +$8.11M +504,313 +830%
Bank of America
6
Bank of America
North Carolina
$8.85M +$335K +20,850 +4%
HI
7
Harbour Investments
Wisconsin
$6.21M +$433K +26,962 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.89M +$366K +22,764 +7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$5.38M +$1.06M +65,912 +24%
Wells Fargo
10
Wells Fargo
California
$5.09M -$582K -36,226 -10%
RW
11
Rockport Wealth
Ohio
$3.9M +$138K +8,568 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$3.8M -$694K -43,158 -15%
CIAS
13
Capital Investment Advisory Services
North Carolina
$2.91M -$312K -19,419 -10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.66M +$256K +15,903 +11%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.56M +$127K +7,922 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.46M +$221K +13,719 +10%
KAS
17
Kestra Advisory Services
Texas
$1.95M -$114K -7,064 -6%
HIS
18
Harvest Investment Services
Illinois
$1.76M +$46.6K +2,901 +3%
TCWM
19
Total Clarity Wealth Management
Illinois
$1.76M +$846K +52,660 +93%
WS
20
Wedbush Securities
California
$1.29M -$30.7K -1,907 -2%
UBS Group
21
UBS Group
Switzerland
$1.18M -$3.04K -189 -0.3%
P
22
&Partners
Tennessee
$1.12M +$354K +22,024 +46%
ECA
23
Elevated Capital Advisors
Utah
$1.11M -$47.5K -2,957 -4%
CCA
24
Cottonwood Capital Advisors
Utah
$1.07M +$4.61K +287 +0.4%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.07M +$147K +9,142 +16%

MDIV Hedge Fund Activity: Q3 2025 in Review

91 of the 7,621 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 Q3 2025, worth a combined $159M — down 8.2% from $173M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MDIV and 5 opened new positions — a net loss of 9 holders — while 30 trimmed existing stakes and 37 added.

The largest buyer was Stifel Financial, adding an estimated $8.11M. The largest seller was Flaharty Asset Management, exiting entirely with an estimated $25.8M sold.

  • 91 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q3 2025, down from 101 in Q2 2025.
  • Funds reported $159M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q3 2025, down 8.2% quarter-over-quarter.
  • 5 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q3 2025 and 14 closed out, a net change of -9 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q3 2025 was Stifel Financial, an estimated $8.11M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q3 2025 was Flaharty Asset Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2025.