Icon Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Icon Wealth Advisors’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	–	Sell	-8,042	Closed	-$129K	–	475
2025 Q3	$129K	Buy	8,042 +96	+1%	+$1.54K	0.01%	454
2025 Q2	$126K	Buy	7,946 +99	+1%	+$1.56K	0.01%	461
2025 Q1	$128K	Buy	7,847 +105	+1%	+$1.72K	0.01%	435
2024 Q4	$125K	Buy	+7,742	New	+$128K	0.01%	461

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

Icon Wealth Advisors's MDIV Position: Q4 2025 in Review

Icon Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 8,042 shares — an estimated $129K sold.

Icon Wealth Advisors first reported a position in MDIV in Q4 2024 and held it in 4 quarters. The position peaked at $129K in Q3 2025. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Icon Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 8,042 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $129K.
Icon Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and held it in 4 quarters.
Icon Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $129K in Q3 2025.
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 Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.