Harbour Investments’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Harbour Investments’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	$7.87M	Buy	486,663 +68,116	+16%	+$1.11M	0.12%	159
2025 Q4	$6.58M	Buy	418,547 +31,184	+8%	+$492K	0.13%	142
2025 Q3	$6.21M	Buy	387,363 +26,962	+7%	+$433K	0.14%	125
2025 Q2	$5.7M	Buy	360,401 +41,404	+13%	+$653K	0.14%	126
2025 Q1	$5.22M	Buy	318,997 +12,494	+4%	+$205K	0.15%	120
2024 Q4	$4.95M	Buy	306,503 +16,572	+6%	+$274K	0.14%	124
2024 Q3	$4.82M	Buy	289,931 +16,667	+6%	+$271K	0.15%	116
2024 Q2	$4.3M	Buy	273,264 +2,448	+0.9%	+$38.4K	0.14%	119
2024 Q1	$4.28M	Buy	270,816 +11,621	+4%	+$181K	0.15%	124
2023 Q4	$4.06M	Buy	259,195 +15,709	+6%	+$234K	0.17%	109
2023 Q3	$3.55M	Buy	243,486 +3,112	+1%	+$46.2K	0.18%	114
2023 Q2	$3.5M	Sell	240,374 -5,884	-2%	-$85.2K	0.17%	111
2023 Q1	$3.61M	Buy	246,258 +33,548	+16%	+$514K	0.2%	93
2022 Q4	$3.18M	Buy	212,710 +34,448	+19%	+$522K	0.19%	95
2022 Q3	$2.7M	Hold	178,262	–	–	0.18%	101
2022 Q2	$2.7M	Buy	+178,262	New	+$2.89M	0.18%	101
2021 Q4	$2.32M	Buy	140,016 +13,843	+11%	+$229K	0.14%	157
2021 Q3	$2.07M	Buy	126,173 +17,183	+16%	+$286K	0.07%	273
2021 Q2	$1.85M	Buy	108,990 +13,488	+14%	+$227K	0.06%	301
2021 Q1	$1.54M	Buy	+95,502	New	+$1.49M	0.06%	306

Other funds holding MDIV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

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

Harbour Investments's MDIV Position: Q1 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 16% in Q1 2026, buying an estimated $1.11M and bringing the position to 486,663 shares worth $7.87M. The position accounts for 0.12% of the portfolio, ranked #159.

Harbour Investments first reported a position in MDIV in Q1 2021 and has held it in 20 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Harbour Investments held 486,663 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $7.87M as of Q1 2026.
Harbour Investments bought 68,116 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $1.11M.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.12% of Harbour Investments's portfolio in Q1 2026, its #159 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2021 and has held it in 20 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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.