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

EPG 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
2025 Q1	–	Sell	-3,691	Closed	-$59.6K	–	431
2024 Q4	$59.6K	Buy	3,691 +58	+2%	+$957	0.02%	285
2024 Q3	$60.4K	Buy	+3,633	New	+$59.1K	0.02%	289
2024 Q2	–	Sell	-5,281	Closed	-$82.8K	–	312
2024 Q1	$83.4K	Buy	5,281 +65	+1%	+$1.01K	0.02%	288
2023 Q4	$79.7K	Buy	5,216 +111	+2%	+$1.65K	0.02%	274
2023 Q3	$74.5K	Buy	5,105 +80	+2%	+$1.19K	0.02%	276
2023 Q2	$73.2K	Sell	5,025 -2,134	-30%	-$30.9K	0.02%	277
2023 Q1	$105K	Buy	7,159 +126	+2%	+$1.93K	0.03%	259
2022 Q4	$105K	Buy	7,033 +121	+2%	+$1.83K	0.04%	231
2022 Q3	$100K	Buy	+6,912	New	+$109K	0.04%	228
2022 Q2	–	Sell	-6,688	Closed	-$113K	–	328
2022 Q1	$113K	Sell	6,688 -2,451	-27%	-$40.9K	0.04%	254
2021 Q4	$152K	Buy	+9,139	New	+$151K	0.05%	240

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EPG Wealth Management's MDIV Position: Q1 2025 in Review

EPG Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2025, closing a stake of 3,691 shares — an estimated $59.6K sold.

EPG Wealth Management first reported a position in MDIV in Q4 2021 and held it in 11 quarters. The position peaked at $152K in Q4 2021. 104 funds tracked by Wall St. Rank hold MDIV as of Q1 2025.

EPG Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 3,691 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2025, an estimated $59.6K.
EPG Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and held it in 11 quarters.
EPG Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $152K in Q4 2021.
104 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.