
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 93 institutional investors hold shares in this ETF, with total holdings valued at $158.8M. AMERIPRISE FINANCIAL INC is the largest holder with a position valued at $24.0M.
Overview of institutional ownership in MDIV as of Q3 2025
Institutions with the largest positions in MDIV as of Q3 2025
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $24.0M 0.01% of portfolio |
L LPL Financial LLC Institution | $20.7M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $13.6M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $11.2M 0.02% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $9.1M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $8.9M 0.00% of portfolio |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $6.2M 0.14% of portfolio |
R ROYAL BANK OF CANADA Institution | $5.9M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $5.4M 0.01% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $5.1M 0.00% of portfolio |
Institutional buying and selling activity for MDIV in Q3 2025
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$8.1M +504.3K shares |
L LPL Financial LLC Institution | +$1.5M +94.8K shares |
Cetera Investment Advisers RIA/Wealth | +$1.1M +65.9K shares |
Total Clarity Wealth Management, Inc. RIA/Wealth | +$844.7K +52.7K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$432.5K +27.0K shares |
R ROYAL BANK OF CANADA Institution | +$365.1K +22.8K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$352.6K +22.0K shares |
BANK OF AMERICA CORP /DE/ Institution | +$334.4K +20.9K shares |
H HRT FINANCIAL LLC Institution | +$299.6K +18.7K shares |
+$255.1K +15.9K shares |
| Institution | Net Sold |
|---|---|
Flaharty Asset Management, LLC RIA/Wealth | −$25.8M −1.6M shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$692.3K −43.2K shares |
AMERIPRISE FINANCIAL INC Institution | −$655.8K −40.9K shares |
WELLS FARGO & COMPANY/MN Institution | −$581.1K −36.2K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | −$366.0K −22.8K shares |
−$311.5K −19.4K shares | |
MORGAN STANLEY RIA/Wealth | −$278.0K −17.3K shares |
ARBOR CAPITAL MANAGEMENT INC /ADV RIA/Wealth | −$255.2K −16.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$168.5K −10.7K shares |
K Kraft, Davis & Associates, LLC Institution | −$167.0K −10.4K shares |
Institutions that initiated new positions or completely exited MDIV in Q3 2025
| Institution | Position Value |
|---|---|
Triumph Capital Management RIA/Wealth | $337.0 21.0 shares |
R Ronald Blue Trust, Inc. Institution | $160.0 10.0 shares |
| Institution | Previous Position |
|---|---|
Flaharty Asset Management, LLC RIA/Wealth | $25.8M 1.6M shares |
ARBOR CAPITAL MANAGEMENT INC /ADV RIA/Wealth | $255.2K 16.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $168.5K 10.7K shares |
K Kraft, Davis & Associates, LLC Institution | $167.0K 10.4K shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $40.7K 2.6K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $22.8K 1.4K shares |
BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth | $18.5K 1.2K shares |
JPMORGAN CHASE & CO Institution | $15.8K 1.0K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $10.4K 655.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $4.7K 300.0 shares |
Institutions with the largest Call and Put options positions in MDIV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with MDIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Rockport Wealth LLC RIA/Wealth | 0.79% $3.9M |
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth | 0.78% $1.1M |
Total Clarity Wealth Management, Inc. RIA/Wealth | 0.47% $1.8M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.39% $976.0K |
Harvest Investment Services, LLC RIA/Wealth | 0.36% $1.8M |
Endowment Wealth Management, Inc. RIA/Wealth | 0.35% $775.0K |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.28% $1.1M |
TrueWealth Advisors, LLC RIA/Wealth | 0.26% $869.6K |
0.23% $2.9M | |
Freedom Financial Partners LLC RIA/Wealth | 0.21% $557.6K |
We use cookies for analytics. See our Privacy and Cookie Policy.