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

Blue Trust Inc’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 		– Sell
-10
Closed -$157 – 2615
2025
Q4 		$157 Hold
10
– – ﹤0.01% 2484
2025
Q3 		$160 Buy
+10
New +$161 ﹤0.01% 2521

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Blue Trust Inc's MDIV Position: Q1 2026 in Review

Blue Trust Inc sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2026, closing a stake of 10 shares — an estimated $157 sold.

Blue Trust Inc first reported a position in MDIV in Q3 2025 and held it in 2 quarters. The position peaked at $160 in Q3 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Blue Trust Inc reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 10 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $157.
  • Blue Trust Inc first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $160 in Q3 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 Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.