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

Bellevue Asset 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
Q3 		– Sell
-1,169
Closed -$18.5K – 494
2025
Q2 		$18.5K Sell
1,169
-169
-13% -$2.67K 0.01% 243
2025
Q1 		$21.9K Sell
1,338
-409
-23% -$6.71K 0.01% 226
2024
Q4 		$28.2K Buy
1,747
+10
+0.6% +$165 0.01% 210
2024
Q3 		$28.9K Buy
1,737
+10
+0.6% +$163 0.01% 202
2024
Q2 		$27.1K Buy
1,727
+14
+0.8% +$220 0.02% 200
2024
Q1 		$27.1K Buy
1,713
+10
+0.6% +$156 0.02% 201
2023
Q4 		$26.7K Sell
1,703
-990
-37% -$14.7K 0.02% 203
2023
Q3 		$39.4K Buy
2,693
+8
+0.3% +$119 0.03% 163
2023
Q2 		$39K Buy
2,685
+10
+0.4% +$145 0.02% 167
2023
Q1 		$39.2K Buy
2,675
+9
+0.3% +$138 0.03% 169
2022
Q4 		$39.6K Buy
2,666
+10
+0.4% +$152 0.03% 166
2022
Q3 		$39K Buy
2,656
+9
+0.3% +$142 0.03% 171
2022
Q2 		$40K Buy
2,647
+8
+0.3% +$130 0.03% 174
2022
Q1 		$45K Buy
2,639
+607
+30% +$10.1K 0.03% 179
2021
Q4 		$34K Buy
2,032
+8
+0.4% +$133 0.02% 217
2021
Q3 		$33K Buy
2,024
+6
+0.3% +$100 0.02% 217
2021
Q2 		$34K Buy
2,018
+6
+0.3% +$101 0.02% 217
2021
Q1 		$33K Buy
2,012
+5
+0.2% +$78 0.02% 227
2020
Q4 		$31K Buy
2,007
+7
+0.4% +$101 0.02% 224
2020
Q3 		$27K Hold
2,000
– – 0.02% 229
2020
Q2 		$27K Hold
2,000
– – 0.03% 227
2020
Q1 		$26K Hold
2,000
– – 0.03% 233
2019
Q4 		$38K Buy
+2,000
New +$36.9K 0.03% 181

Other funds holding MDIV

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellevue Asset Management's MDIV Position: Q3 2025 in Review

Bellevue Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 1,169 shares — an estimated $18.5K sold.

Bellevue Asset Management first reported a position in MDIV in Q4 2019 and held it in 23 quarters. The position peaked at $45K in Q1 2022. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

  • Bellevue Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 1,169 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $18.5K.
  • Bellevue Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2019 and held it in 23 quarters.
  • Bellevue Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $45K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.