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

Endowment Wealth 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
2026
Q1 		$832K Buy
51,471
+1,603
+3% +$26.1K 0.37% 56
2025
Q4 		$784K Buy
49,868
+1,549
+3% +$24.4K 0.36% 58
2025
Q3 		$775K Buy
48,319
+9,603
+25% +$154K 0.35% 61
2025
Q2 		$612K Buy
38,716
+3,719
+11% +$58.7K 0.32% 64
2025
Q1 		$572K Buy
34,997
+1,752
+5% +$28.7K 0.37% 61
2024
Q4 		$537K Buy
33,245
+2,371
+8% +$39.1K 0.36% 62
2024
Q3 		$513K Sell
30,874
-2,139
-6% -$34.8K 0.34% 65
2024
Q2 		$519K Sell
33,013
-1,325
-4% -$20.8K 0.38% 65
2024
Q1 		$542K Sell
34,338
-2,101
-6% -$32.7K 0.41% 62
2023
Q4 		$570K Sell
36,439
-3,433
-9% -$51.1K 0.47% 51
2023
Q3 		$582K Sell
39,872
-2,912
-7% -$43.2K 0.52% 49
2023
Q2 		$623K Buy
42,784
+1,301
+3% +$18.8K 0.57% 43
2023
Q1 		$608K Buy
+41,483
New +$636K 0.61% 38

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Endowment Wealth Management's MDIV Position: Q1 2026 in Review

Endowment Wealth Management increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 3.2% in Q1 2026, buying an estimated $26.1K and bringing the position to 51,471 shares worth $832K. The position accounts for 0.37% of the portfolio, ranked #56.

Endowment Wealth Management first reported a position in MDIV in Q1 2023 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Endowment Wealth Management held 51,471 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $832K as of Q1 2026.
  • Endowment Wealth Management bought 1,603 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $26.1K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.37% of Endowment Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Endowment Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2023 and has held it in 13 quarters since.
  • 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 Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.