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International Assets Investment Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

International Assets Investment Management’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 		$554K Buy
33,451
+5,760
+21% +$95.3K 0.03% 445
2026
Q1 		$448K Sell
27,691
-33,282
-55% -$543K 0.03% 487
2025
Q4 		$958K Buy
60,973
+12,368
+25% +$195K 0.07% 271
2025
Q3 		$773K Buy
48,605
+1,400
+3% +$22.5K 0.06% 313
2025
Q2 		$746K Buy
47,205
+23,927
+103% +$377K 0.06% 314
2025
Q1 		$381K Buy
23,278
+5,346
+30% +$87.7K 0.03% 490
2024
Q4 		$291K Buy
+17,932
New +$296K 0.02% 590
2024
Q3 		– Sell
-20,755
Closed -$326K – 2319
2024
Q2 		$326K Buy
20,755
+1,874
+10% +$29.4K 0.03% 510
2024
Q1 		$298K Sell
18,881
-2,955
-14% -$46K 0.03% 532
2023
Q4 		$342K Buy
+21,836
New +$325K 0.04% 438

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

International Assets Investment Management's MDIV Position: Q2 2026 in Review

International Assets Investment Management increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 21% in Q2 2026, buying an estimated $95.3K and bringing the position to 33,451 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #445.

International Assets Investment Management first reported a position in MDIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $958K in Q4 2025. 65 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • International Assets Investment Management held 33,451 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $554K as of Q2 2026.
  • International Assets Investment Management bought 5,760 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $95.3K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #445 holding.
  • International Assets Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2023 and has held it in 10 quarters since.
  • International Assets Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $958K in Q4 2025.
  • 65 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 International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.