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

IFG Advisory’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 Q2	–	Sell	-10,172	Closed	-$166K	–	744
2025 Q1	$166K	Buy	+10,172	New	+$167K	0.01%	664
2020 Q1	–	Sell	-13,376	Closed	-$251K	–	403
2019 Q4	$251K	Buy	13,376 +2,063	+18%	+$38.1K	0.05%	348
2019 Q3	$208K	Buy	+11,313	New	+$208K	0.04%	381

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFG Advisory's MDIV Position: Q2 2025 in Review

IFG Advisory sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 10,172 shares — an estimated $166K sold.

IFG Advisory first reported a position in MDIV in Q3 2019 and held it in 3 quarters. The position peaked at $251K in Q4 2019. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

IFG Advisory reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2025 after selling out during the quarter.
IFG Advisory sold 10,172 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $166K.
IFG Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and held it in 3 quarters.
IFG Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $251K in Q4 2019.
101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2025.

Based on IFG Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.