Aptus Capital Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Aptus Capital Advisors’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
2026 Q1	$284K	Sell	17,544 -833	-5%	-$13.6K	﹤0.01%	897
2025 Q4	$289K	Sell	18,377 -2,000	-10%	-$31.6K	﹤0.01%	898
2025 Q3	$327K	Sell	20,377 -93	-0.5%	-$1.5K	﹤0.01%	820
2025 Q2	$324K	Sell	20,470 -1,407	-6%	-$22.2K	﹤0.01%	800
2025 Q1	$358K	Hold	21,877	–	–	﹤0.01%	733
2024 Q4	$353K	Buy	21,877 +5,350	+32%	+$88.3K	﹤0.01%	734
2024 Q3	$275K	Buy	16,527 +6,113	+59%	+$99.4K	﹤0.01%	676
2024 Q2	$164K	Buy	10,414 +3,500	+51%	+$54.9K	﹤0.01%	753
2024 Q1	$109K	Buy	6,914 +4,342	+169%	+$67.6K	﹤0.01%	812
2023 Q4	$40.3K	Hold	2,572	–	–	﹤0.01%	700
2023 Q3	$37.5K	Hold	2,572	–	–	﹤0.01%	715
2023 Q2	$37.4K	Hold	2,572	–	–	﹤0.01%	610
2023 Q1	$37.7K	Hold	2,572	–	–	﹤0.01%	584
2022 Q4	$38.5K	Sell	2,572 -4,500	-64%	-$68.2K	﹤0.01%	615
2022 Q3	$102K	Buy	7,072 +834	+13%	+$13.2K	﹤0.01%	493
2022 Q2	$95K	Sell	6,238 -834	-12%	-$13.5K	﹤0.01%	425
2022 Q1	$119K	Hold	7,072	–	–	﹤0.01%	455
2021 Q4	$117K	Hold	7,072	–	–	﹤0.01%	383
2021 Q3	$116K	Sell	7,072 -2,523	-26%	-$42K	﹤0.01%	377
2021 Q2	$163K	Buy	9,595 +4,500	+88%	+$75.6K	﹤0.01%	371
2021 Q1	$82K	Sell	5,095 -5	-0.1%	-$78	﹤0.01%	383
2020 Q4	$76K	Sell	5,100 -101	-2%	-$1.46K	﹤0.01%	346
2020 Q3	$69K	Sell	5,201 -134	-3%	-$1.86K	﹤0.01%	341
2020 Q2	$73K	Buy	5,335 +51	+1%	+$680	﹤0.01%	306
2020 Q1	$61K	Sell	5,284 -775	-13%	-$12.8K	0.01%	303
2019 Q4	$113K	Sell	6,059 -163	-3%	-$3.01K	0.01%	360
2019 Q3	$114K	Buy	+6,222	New	+$114K	0.01%	372

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Aptus Capital Advisors's MDIV Position: Q1 2026 in Review

Aptus Capital Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 4.5% in Q1 2026, selling an estimated $13.6K and leaving 17,544 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Aptus Capital Advisors first reported a position in MDIV in Q3 2019 and has held it in 27 quarters since. The position peaked at $358K in Q1 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Aptus Capital Advisors held 17,544 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $284K as of Q1 2026.
Aptus Capital Advisors sold 833 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $13.6K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #897 holding.
Aptus Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $358K in Q1 2025.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.