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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
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

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

Harvest Investment Services's MDIV Position: Q1 2026 in Review

Harvest Investment Services reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 2.7% in Q1 2026, selling an estimated $52.1K and leaving 115,291 shares worth $1.86M. The position accounts for 0.34% of the portfolio, ranked #78.

Harvest Investment Services first reported a position in MDIV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.86M in Q4 2019. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Harvest Investment Services held 115,291 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.86M as of Q1 2026.
  • Harvest Investment Services sold 3,195 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $52.1K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.34% of Harvest Investment Services's portfolio in Q1 2026, its #78 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 30 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.
  • 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 Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.