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

Global Retirement 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 Q2	$129K	Buy	+7,778	New	+$129K	﹤0.01%	1882
2025 Q4	$122K	Hold	7,778	–	–	﹤0.01%	1782
2025 Q3	$125K	Hold	7,778	–	–	﹤0.01%	1420
2025 Q2	$123K	Buy	+7,778	New	+$123K	﹤0.01%	1323
2024 Q4	$126K	Hold	7,778	–	–	﹤0.01%	1162
2024 Q3	$129K	Sell	7,778 -662	-8%	-$10.8K	﹤0.01%	1101
2024 Q2	$133K	Buy	8,440 +662	+9%	+$10.4K	﹤0.01%	1059
2024 Q1	$123K	Sell	7,778 -536	-6%	-$8.34K	﹤0.01%	988
2023 Q4	$129K	Sell	8,314 -322	-4%	-$4.79K	0.01%	919
2023 Q3	$123K	Sell	8,636 -1,000	-10%	-$14.9K	0.01%	854
2023 Q2	$140K	Hold	9,636	–	–	0.01%	821
2023 Q1	$137K	Hold	9,636	–	–	0.01%	808
2022 Q4	$144K	Buy	9,636 +9,054	+1,556%	+$137K	0.01%	696
2022 Q3	$9K	Buy	+582	New	+$9.19K	﹤0.01%	1726
2019 Q3	–	Sell	-2,032	Closed	-$38K	–	1654
2019 Q2	$38K	Buy	2,032 +1,608	+379%	+$29.8K	0.01%	680
2019 Q1	$8K	Hold	424	–	–	﹤0.01%	1114
2018 Q4	$7K	Hold	424	–	–	﹤0.01%	1069
2018 Q3	$8K	Hold	424	–	–	﹤0.01%	1098
2018 Q2	$8K	Hold	424	–	–	﹤0.01%	1065
2018 Q1	$8K	Hold	424	–	–	﹤0.01%	1024
2017 Q4	$8K	Hold	424	–	–	﹤0.01%	976
2017 Q3	$8K	Hold	424	–	–	﹤0.01%	897
2017 Q2	$8K	Hold	424	–	–	﹤0.01%	840
2017 Q1	$8K	Hold	424	–	–	﹤0.01%	805
2016 Q4	$8K	Buy	+424	New	+$7.92K	0.01%	747

Other funds holding MDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Global Retirement Partners's MDIV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026: 7,778 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1882 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MDIV as recently as Q4 2025.

Global Retirement Partners first reported a position in MDIV in Q4 2016 and has held it in 25 quarters since. The position peaked at $144K in Q4 2022. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Global Retirement Partners held 7,778 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $129K as of Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Global Retirement Partners position in Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1882 holding.
Global Retirement Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and has held it in 25 quarters since.
Global Retirement Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $144K in Q4 2022.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.