First Trust International Multi-Asset Diversified Income Index Fund
YDIV
YDIV was delisted on the 29th of August, 2018.
13 hedge funds and large institutions have $5M invested in First Trust International Multi-Asset Diversified Income Index Fund in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
37% more capital invested
Capital invested by funds: $3.66M → $5M (+$1.34M)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$672K |
| 2 |
LPL Financial
San Diego,
California
|
+$522K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$454K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$331K |
| 5 |
Jane Street
New York
|
+$24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$445K |
| 2 |
VF
Virtu Financial
New York
|
-$342K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$58.5K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.98K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$93 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.24M | +$522K | +28,018 | +73% |
|
|
2
Morgan Stanley
New York
| $1.04M | +$672K | +36,091 | +181% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.02M | +$331K | +17,749 | +48% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $799K | +$454K | +24,375 | +132% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $351K | -$445K | -23,873 | -56% |
|
|
6
Jane Street
New York
| $235K | +$24K | +1,288 | +11% |
|
|
CWA
7
Clarus Wealth Advisors
Peoria,
Arizona
| $190K | +$190K | +10,199 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $39K | -$58.5K | -3,140 | -60% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $32K | -$2.98K | -160 | -9% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $22K | -$93 | -5 | -0.4% |
|
|
BFEC
11
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $19K | +$112 | +6 | +0.6% |
|
12
UBS Group
Zurich,
Switzerland
| $14K | +$7.1K | +381 | +99% |
|
|
VF
13
Virtu Financial
New York
| – | -$342K | -18,372 | Closed |
|
YDIV Hedge Fund Activity: Q4 2017 in Review
13 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust International Multi-Asset Diversified Income Index Fund (YDIV) for Q4 2017, worth a combined $5M — up 37% from $3.66M a quarter earlier.
Fund positioning in YDIV was balanced in Q4 2017: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $672K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $445K.
- 13 institutional investors held First Trust International Multi-Asset Diversified Income Index Fund (YDIV) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $5M of First Trust International Multi-Asset Diversified Income Index Fund stock for Q4 2017, up 37% quarter-over-quarter.
- 1 fund opened new First Trust International Multi-Asset Diversified Income Index Fund positions in Q4 2017 and 1 closed out, a net change of 0 holders.
- The largest First Trust International Multi-Asset Diversified Income Index Fund buyer in Q4 2017 was Morgan Stanley, an estimated $672K added.
- The largest First Trust International Multi-Asset Diversified Income Index Fund seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $445K sold.
Based on aggregated 13F filings for Q4 2017.