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

DHJJ Financial 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	$486	Hold	30	–	–	﹤0.01%	901
2025 Q4	$472	Hold	30	–	–	﹤0.01%	861
2025 Q3	$482	Hold	30	–	–	﹤0.01%	828
2025 Q2	$475	Hold	30	–	–	﹤0.01%	807
2025 Q1	$491	Hold	30	–	–	﹤0.01%	753
2024 Q4	$485	Hold	30	–	–	﹤0.01%	726
2024 Q3	$499	Hold	30	–	–	﹤0.01%	705
2024 Q2	$472	Hold	30	–	–	﹤0.01%	661
2024 Q1	$474	Hold	30	–	–	﹤0.01%	651
2023 Q4	$470	Hold	30	–	–	﹤0.01%	633
2023 Q3	$438	Buy	+30	New	+$446	﹤0.01%	631

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

DHJJ Financial Advisors's MDIV Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2026 at 30 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #901.

DHJJ Financial Advisors first reported a position in MDIV in Q3 2023 and has held it in 11 quarters since. The position peaked at $499 in Q3 2024. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

DHJJ Financial Advisors held 30 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $486 as of Q1 2026.
DHJJ Financial Advisors left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #901 holding.
DHJJ Financial Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $499 in Q3 2024.
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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.