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

Jaffetilchin Investment Partners’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	$598K	Sell	36,990 -2,284	-6%	-$37.2K	0.04%	245
2025 Q4	$617K	Sell	39,274 -1,859	-5%	-$29.3K	0.04%	242
2025 Q3	$660K	Sell	41,133 -792	-2%	-$12.7K	0.04%	234
2025 Q2	$663K	Sell	41,925 -1,140	-3%	-$18K	0.04%	223
2025 Q1	$704K	Sell	43,065 -230	-0.5%	-$3.77K	0.05%	210
2024 Q4	$699K	Sell	43,295 -15,524	-26%	-$256K	0.05%	197
2024 Q3	$978K	Sell	58,819 -1,819	-3%	-$29.6K	0.07%	152
2024 Q2	$953K	Sell	60,638 -2,793	-4%	-$43.8K	0.08%	135
2024 Q1	$1M	Buy	63,431 +986	+2%	+$15.3K	0.09%	132
2023 Q4	$977K	Buy	62,445 +1,402	+2%	+$20.9K	0.1%	134
2023 Q3	$891K	Sell	61,043 -1,493	-2%	-$22.2K	0.1%	126
2023 Q2	$911K	Buy	62,536 +9,558	+18%	+$138K	0.1%	132
2023 Q1	$777K	Buy	52,978 +4,571	+9%	+$70.1K	0.09%	148
2022 Q4	$725K	Sell	48,407 -1,075	-2%	-$16.3K	0.09%	160
2022 Q3	$715K	Sell	49,482 -2,153	-4%	-$34K	0.09%	139
2022 Q2	$783K	Sell	51,635 -1,002	-2%	-$16.3K	0.09%	145
2022 Q1	$834K	Sell	52,637 -828	-2%	-$13.8K	0.1%	132
2021 Q4	$887K	Sell	53,465 -24	-0%	-$398	0.08%	149
2021 Q3	$877K	Buy	53,489 +223	+0.4%	+$3.71K	0.09%	140
2021 Q2	$903K	Buy	53,266 +3,338	+7%	+$56.1K	0.06%	181
2021 Q1	$806K	Buy	+49,928	New	+$781K	0.1%	150

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Jaffetilchin Investment Partners's MDIV Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 5.8% in Q1 2026, selling an estimated $37.2K and leaving 36,990 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #245.

Jaffetilchin Investment Partners first reported a position in MDIV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1M in Q1 2024. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Jaffetilchin Investment Partners held 36,990 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $598K as of Q1 2026.
Jaffetilchin Investment Partners sold 2,284 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $37.2K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #245 holding.
Jaffetilchin Investment Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2021 and has held it in 21 quarters since.
Jaffetilchin Investment Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1M in Q1 2024.
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 Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.