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

95 hedge funds and large institutions have $144M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $28K | Put options by funds: $5K

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

1.23% more ownership

Funds ownership: 34.99%36.23% (+1.2%)

1% more funds holding

Funds holding: 9495 (+1)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

3% more capital invested

Capital invested by funds: $139M → $144M (+$4.7M)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
37
Reduced
34
Closed
4
Calls
$28K
Puts
$5K
Net Calls
+$23K
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M +$5.97M +366,026 +42%
LPL Financial
2
LPL Financial
California
$17.2M +$891K +54,652 +5%
Ameriprise
3
Ameriprise
Minnesota
$10.6M -$179K -10,953 -2%
Bank of America
4
Bank of America
North Carolina
$9.12M +$109K +6,656 +1%
HI
5
Harbour Investments
Wisconsin
$7.87M +$1.11M +68,116 +16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.78M +$159K +9,780 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$5.97M +$1.88M +115,460 +45%
Wells Fargo
8
Wells Fargo
California
$4.65M +$144K +8,803 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$4.51M -$492K -30,169 -10%
RW
10
Rockport Wealth
Ohio
$4.16M +$7.08K +434 +0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.09M -$2.59M -158,722 -39%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.12M +$206K +12,655 +7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.64M -$15.4K -942 -0.6%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.58M -$172K -10,523 -6%
CIAS
15
Capital Investment Advisory Services
North Carolina
$2.28M -$447K -27,415 -16%
KAS
16
Kestra Advisory Services
Texas
$2.14M +$249K +15,276 +13%
TCWM
17
Total Clarity Wealth Management
Illinois
$1.91M +$39.5K +2,424 +2%
HIS
18
Harvest Investment Services
Illinois
$1.86M -$52.1K -3,195 -3%
WS
19
Wedbush Securities
California
$1.59M +$53.8K +3,302 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.57M +$959K +58,795 +154%
P
21
&Partners
Tennessee
$1.33M +$258K +15,837 +24%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$1.32M +$288K +17,685 +27%
ECA
23
Elevation Capital Advisory
Oregon
$1.28M -$1.55M -95,131 -54%
UBS Group
24
UBS Group
Switzerland
$1.14M +$44.4K +2,725 +4%
ECA
25
Elevated Capital Advisors
Utah
$1.13M +$6.05K +371 +0.5%

MDIV Hedge Fund Activity: Q1 2026 in Review

95 of the 8,126 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 2026, worth a combined $144M — up 3.4% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MDIV positions and 4 closed out — a net gain of 5 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.97M. The largest seller was Stifel Financial, cutting an estimated $8.4M.

  • 95 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q1 2026, up from 94 in Q4 2025.
  • Funds reported $144M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q1 2026, up 3.4% quarter-over-quarter.
  • 9 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q1 2026 was Morgan Stanley, an estimated $5.97M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q1 2026 was Stifel Financial, an estimated $8.4M sold.

Based on aggregated 13F filings for Q1 2026.