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Harvest Investment Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Harvest Investment Services’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 		$1.94M Buy
117,347
+2,056
+2% +$34K 0.3% 90
2026
Q1 		$1.86M Sell
115,291
-3,195
-3% -$52.1K 0.34% 78
2025
Q4 		$1.86M Buy
118,486
+8,460
+8% +$134K 0.35% 74
2025
Q3 		$1.76M Buy
110,026
+2,901
+3% +$46.6K 0.36% 85
2025
Q2 		$1.69M Buy
107,125
+1,953
+2% +$30.8K 0.38% 75
2025
Q1 		$1.72M Buy
105,172
+4,113
+4% +$67.5K 0.48% 47
2024
Q4 		$1.63M Sell
101,059
-13,065
-11% -$216K 0.4% 75
2024
Q3 		$1.9M Sell
114,124
-1,366
-1% -$22.2K 0.61% 48
2024
Q2 		$1.82M Sell
115,490
-1,712
-1% -$26.9K 0.72% 35
2024
Q1 		$1.85M Sell
117,202
-434
-0.4% -$6.75K 0.74% 41
2023
Q4 		$1.84M Buy
117,636
+436
+0.4% +$6.49K 0.85% 31
2023
Q3 		$1.71M Sell
117,200
-7
-0% -$104 1.1% 24
2023
Q2 		$1.71M Sell
117,207
-4,585
-4% -$66.4K 0.97% 32
2023
Q1 		$1.79M Sell
121,792
-894
-0.7% -$13.7K 1.38% 20
2022
Q4 		$1.84M Sell
122,686
-417
-0.3% -$6.32K 1.96% 12
2022
Q3 		$1.78M Sell
123,103
-10,117
-8% -$160K 2.18% 10
2022
Q2 		$2.02M Sell
133,220
-2,502
-2% -$40.6K 1.55% 18
2022
Q1 		$2.29M Sell
135,722
-356
-0.3% -$5.93K 1.37% 18
2021
Q4 		$2.26M Buy
136,078
+11,996
+10% +$199K 0.95% 23
2021
Q3 		$2.03M Sell
124,082
-3,461
-3% -$57.7K 0.83% 21
2021
Q2 		$2.16M Sell
127,543
-4,608
-3% -$77.4K 0.91% 23
2021
Q1 		$2.13M Sell
132,151
-9,340
-7% -$146K 0.96% 26
2020
Q4 		$2.13M Sell
141,491
-18,887
-12% -$274K 1.09% 22
2020
Q3 		$2.16M Sell
160,378
-12,244
-7% -$170K 1.24% 14
2020
Q2 		$2.36M Buy
172,622
+53,420
+45% +$712K 1.4% 14
2020
Q1 		$1.4M Sell
119,202
-32,835
-22% -$543K 1.86% 12
2019
Q4 		$2.86M Buy
152,037
+21,521
+16% +$397K 1.52% 19
2019
Q3 		$2.39M Buy
130,516
+7,548
+6% +$139K 1.2% 19
2019
Q2 		$2.28M Buy
122,968
+3,767
+3% +$69.8K 1.3% 20
2019
Q1 		$2.2M Sell
119,201
-217
-0.2% -$3.93K 1.28% 19
2018
Q4 		$2.15M Buy
+119,418
New +$2.13M 1.98% 12

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Harvest Investment Services's MDIV Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.8% in Q2 2026, buying an estimated $34K and bringing the position to 117,347 shares worth $1.94M. The position accounts for 0.3% of the portfolio, ranked #90.

Harvest Investment Services first reported a position in MDIV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.86M in Q4 2019. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Harvest Investment Services held 117,347 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.94M as of Q2 2026.
  • Harvest Investment Services bought 2,056 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $34K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.3% of Harvest Investment Services's portfolio in Q2 2026, its #90 holding.
  • Harvest Investment Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Harvest Investment Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.86M in Q4 2019.
  • 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 Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.