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

94 hedge funds and large institutions have $139M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 91 → 94 (+3)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

2.44% less ownership

Funds ownership: 37.43% → 34.99% (-2.4%)

12% less capital invested

Capital invested by funds: $159M → $139M (-$19.4M)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
33
Closed
10
Calls
$543K
Puts
–
Net Calls
+$543K
Net Calls Change
+$69K

Top Buyers

1
ECA
Elevation Capital Advisory
Oregon
+$2.76M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$668K
3
HI
Harbour Investments
Wisconsin
+$492K
4
HAG
HighPoint Advisor Group
Illinois
+$329K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$329K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.57M
3
LPL Financial
LPL Financial
California
-$4.5M
4
Wells Fargo
Wells Fargo
California
-$604K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$422K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$15.8M -$4.5M -285,406 -22%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M +$276K +17,466 +2%
Ameriprise
3
Ameriprise
Minnesota
$10.4M -$13.1M -832,503 -56%
Stifel Financial
4
Stifel Financial
Missouri
$9.16M +$278K +17,582 +3%
Bank of America
5
Bank of America
North Carolina
$8.77M +$92.1K +5,835 +1%
HI
6
Harbour Investments
Wisconsin
$6.58M +$492K +31,184 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.47M -$4.57M -289,645 -41%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.44M +$668K +42,304 +12%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.85M -$422K -26,727 -8%
Wells Fargo
10
Wells Fargo
California
$4.39M -$604K -38,279 -12%
RW
11
Rockport Wealth
Ohio
$4.04M +$217K +13,736 +6%
Raymond James Financial
12
Raymond James Financial
Florida
$3.99M +$268K +17,002 +7%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$2.83M +$329K +20,826 +13%
ECA
14
Elevation Capital Advisory
Oregon
$2.74M +$2.76M +174,590 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.67M +$285K +18,087 +12%
CIAS
16
Capital Investment Advisory Services
North Carolina
$2.65M -$204K -12,925 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.58M -$24.3K -1,541 -0.9%
HIS
18
Harvest Investment Services
Illinois
$1.86M +$134K +8,460 +8%
KAS
19
Kestra Advisory Services
Texas
$1.84M -$70.7K -4,479 -4%
TCWM
20
Total Clarity Wealth Management
Illinois
$1.82M +$95.1K +6,026 +6%
WS
21
Wedbush Securities
California
$1.5M +$228K +14,452 +18%
ECA
22
Elevated Capital Advisors
Utah
$1.09M +$3.03K +192 +0.3%
UBS Group
23
UBS Group
Switzerland
$1.06M -$90.6K -5,737 -8%
P
24
&Partners
Tennessee
$1.05M -$50.6K -3,207 -5%
CCA
25
Cottonwood Capital Advisors
Utah
$1.05M -$1.8K -114 -0.2%
1
2 3 4 5

MDIV Hedge Fund Activity: Q4 2025 in Review

94 of the 8,223 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 2025, worth a combined $139M — down 12% from $159M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDIV positions and 10 closed out — a net gain of 3 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $2.76M. The largest seller was Ameriprise, cutting an estimated $13.1M.

  • 94 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q4 2025, up from 91 in Q3 2025.
  • Funds reported $139M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q4 2025, down 12% quarter-over-quarter.
  • 13 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q4 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 Q4 2025 was Elevation Capital Advisory, an estimated $2.76M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q4 2025 was Ameriprise, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2025.