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

Freedom Financial Partners’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 		$606K Buy
37,499
+1,833
+5% +$29.9K 0.22% 52
2025
Q4 		$561K Buy
35,666
+905
+3% +$14.3K 0.2% 54
2025
Q3 		$558K Buy
34,761
+929
+3% +$14.9K 0.21% 52
2025
Q2 		$535K Sell
33,832
-1,364
-4% -$21.5K 0.23% 49
2025
Q1 		$576K Buy
35,196
+64
+0.2% +$1.05K 0.27% 45
2024
Q4 		$567K Buy
+35,132
New +$580K 0.27% 48

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

Freedom Financial Partners's MDIV Position: Q1 2026 in Review

Freedom Financial Partners increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 5.1% in Q1 2026, buying an estimated $29.9K and bringing the position to 37,499 shares worth $606K. The position accounts for 0.22% of the portfolio, ranked #52.

Freedom Financial Partners first reported a position in MDIV in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Freedom Financial Partners held 37,499 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $606K as of Q1 2026.
  • Freedom Financial Partners bought 1,833 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $29.9K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.22% of Freedom Financial Partners's portfolio in Q1 2026, its #52 holding.
  • Freedom Financial Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and has held it in 6 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 Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.