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
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 $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Global Retirement Partners's MDIV Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q4 2025 at 7,778 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Global Retirement Partners first reported a position in MDIV in Q4 2016 and has held it in 24 quarters since. The position peaked at $144K in Q4 2022. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Global Retirement Partners held 7,778 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $122K as of Q4 2025.
Global Retirement Partners left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1782 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 24 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.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.