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AE Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

AE Wealth Management’s Portfolio MDIV Stock Details MDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,848
Closed -$46.6K – 2226
2025
Q1 		$46.6K Hold
2,848
– – ﹤0.01% 1600
2024
Q4 		$46K Buy
+2,848
New +$47K ﹤0.01% 1574
2024
Q1 		– Sell
-48,499
Closed -$754K – 1654
2023
Q4 		$754K Buy
48,499
+2,793
+6% +$41.6K ﹤0.01% 1265
2023
Q3 		$667K Sell
45,706
-1,030
-2% -$15.3K ﹤0.01% 1251
2023
Q2 		$680K Buy
46,736
+1,631
+4% +$23.6K ﹤0.01% 1246
2023
Q1 		$661K Sell
45,105
-147
-0.3% -$2.25K ﹤0.01% 1221
2022
Q4 		$677K Buy
45,252
+128
+0.3% +$1.94K ﹤0.01% 1154
2022
Q3 		$652K Sell
45,124
-731
-2% -$11.5K 0.01% 1110
2022
Q2 		$696K Sell
45,855
-19,793
-30% -$321K 0.01% 1033
2022
Q1 		$1.11M Buy
65,648
+2,244
+4% +$37.4K 0.01% 882
2021
Q4 		$1.05M Buy
63,404
+3,042
+5% +$50.4K 0.01% 911
2021
Q3 		$990K Sell
60,362
-1,074
-2% -$17.9K 0.01% 873
2021
Q2 		$1.04M Buy
+61,436
New +$1.03M 0.01% 820
2020
Q3 		– Sell
-22,436
Closed -$307K – 1332
2020
Q2 		$307K Sell
22,436
-507
-2% -$6.75K ﹤0.01% 1013
2020
Q1 		$269K Buy
22,943
+6,153
+37% +$102K 0.01% 912
2019
Q4 		$315K Buy
16,790
+2,410
+17% +$44.5K 0.01% 882
2019
Q3 		$265K Buy
+14,380
New +$265K 0.01% 828

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's MDIV Position: Q2 2025 in Review

AE Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 2,848 shares — an estimated $46.6K sold.

AE Wealth Management first reported a position in MDIV in Q3 2019 and held it in 17 quarters. The position peaked at $1.11M in Q1 2022. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

  • AE Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,848 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $46.6K.
  • AE Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and held it in 17 quarters.
  • AE Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.11M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.