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

Bessemer Group’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
-150
Closed -$2K – 2621
2025
Q2 		$2K Sell
150
-8,990
-98% -$142K ﹤0.01% 2225
2025
Q1 		$149K Hold
9,140
– – ﹤0.01% 1140
2024
Q4 		$148K Buy
+9,140
New +$151K ﹤0.01% 1134

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

Bessemer Group's MDIV Position: Q3 2025 in Review

Bessemer Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 150 shares — an estimated $2K sold.

Bessemer Group first reported a position in MDIV in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q1 2025. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

  • Bessemer Group 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.
  • Bessemer Group sold 150 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $2K.
  • Bessemer Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and held it in 3 quarters.
  • Bessemer Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $149K in Q1 2025.
  • 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 Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.