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

Atria Wealth Solutions’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	$421K	Buy	26,605 +117	+0.4%	+$1.84K	0.01%	998
2025 Q1	$433K	Buy	26,488 +125	+0.5%	+$2.05K	0.01%	1264
2024 Q4	$426K	Sell	26,363 -21,178	-45%	-$350K	﹤0.01%	1353
2024 Q3	$791K	Sell	47,541 -5,441	-10%	-$88.5K	0.01%	1016
2024 Q2	$834K	Sell	52,982 -2,561	-5%	-$40.2K	0.01%	979
2024 Q1	$877K	Sell	55,543 -1,892	-3%	-$29.4K	0.01%	968
2023 Q4	$899K	Sell	57,435 -5,913	-9%	-$88K	0.01%	913
2023 Q3	$925K	Sell	63,348 -21,223	-25%	-$315K	0.01%	850
2023 Q2	$1.23M	Buy	84,571 +11,019	+15%	+$160K	0.02%	758
2023 Q1	$1.08M	Buy	73,552 +19,546	+36%	+$300K	0.02%	765
2022 Q4	$808K	Buy	54,006 +10,325	+24%	+$156K	0.01%	854
2022 Q3	$631K	Sell	43,681 -24,468	-36%	-$386K	0.01%	905
2022 Q2	$1.03M	Buy	68,149 +46,473	+214%	+$754K	0.02%	680
2022 Q1	$365K	Buy	+21,676	New	+$361K	0.01%	1225

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Atria Wealth Solutions's MDIV Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.44% in Q2 2025, buying an estimated $1.84K and bringing the position to 26,605 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #998.

Atria Wealth Solutions first reported a position in MDIV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2023. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

Atria Wealth Solutions held 26,605 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $421K as of Q2 2025.
Atria Wealth Solutions bought 117 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $1.84K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #998 holding.
Atria Wealth Solutions first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.23M in Q2 2023.
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 Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.