Janney Montgomery Scott
MDIV icon

Janney Montgomery Scott’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Janney Montgomery Scott’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 		$780K Sell
48,256
-2,036
-4% -$33.2K ﹤0.01% 1796
2025
Q4 		$791K Sell
50,292
-2,280
-4% -$36K ﹤0.01% 1880
2025
Q3 		$843K Buy
52,572
+1,571
+3% +$25.3K ﹤0.01% 1809
2025
Q2 		$806K Sell
51,001
-7,624
-13% -$120K ﹤0.01% 1724
2025
Q1 		$959K Sell
58,625
-94,894
-62% -$1.56M ﹤0.01% 1566
2024
Q4 		$2.48M Buy
153,519
+33,748
+28% +$557K 0.01% 1063
2024
Q3 		$1.99M Buy
119,771
+15,006
+14% +$244K 0.01% 1141
2024
Q2 		$1.65M Buy
104,765
+9,767
+10% +$153K 0.01% 1185
2024
Q1 		$1.5M Sell
94,998
-6,641
-7% -$103K ﹤0.01% 1295
2023
Q4 		$1.59M Sell
101,639
-7,030
-6% -$105K 0.01% 1218
2023
Q3 		$1.59M Sell
108,669
-1,571
-1% -$23.3K 0.01% 1113
2023
Q2 		$1.6M Buy
110,240
+72,699
+194% +$1.05M 0.01% 1181
2023
Q1 		$550K Buy
37,541
+2,227
+6% +$34.1K ﹤0.01% 1663
2022
Q4 		$529K Sell
35,314
-126,793
-78% -$1.92M ﹤0.01% 1736
2022
Q3 		$2.34M Buy
162,107
+119,691
+282% +$1.89M 0.01% 908
2022
Q2 		$652K Buy
42,416
+2,451
+6% +$39.8K ﹤0.01% 1462
2022
Q1 		$674K Sell
39,965
-1,425
-3% -$23.8K ﹤0.01% 1465
2021
Q4 		$687K Sell
41,390
-1,997
-5% -$33.1K ﹤0.01% 1539
2021
Q3 		$712K Buy
43,387
+407
+0.9% +$6.78K ﹤0.01% 1463
2021
Q2 		$729K Sell
42,980
-1,584
-4% -$26.6K ﹤0.01% 1433
2021
Q1 		$720K Buy
44,564
+3,398
+8% +$53.1K ﹤0.01% 1369
2020
Q4 		$619K Sell
41,166
-5,450
-12% -$78.9K ﹤0.01% 1437
2020
Q3 		$627K Sell
46,616
-3,568
-7% -$49.6K ﹤0.01% 1323
2020
Q2 		$687K Sell
50,184
-27,396
-35% -$365K ﹤0.01% 1222
2020
Q1 		$910K Sell
77,580
-205,991
-73% -$3.41M 0.01% 962
2019
Q4 		$5.33M Buy
283,571
+3,467
+1% +$64K 0.04% 441
2019
Q3 		$5.16M Buy
280,104
+96,655
+53% +$1.78M 0.04% 424
2019
Q2 		$3.39M Buy
183,449
+76,385
+71% +$1.42M 0.03% 537
2019
Q1 		$1.97M Buy
107,064
+42,885
+67% +$776K 0.02% 716
2018
Q4 		$1.08M Sell
64,179
-42,302
-40% -$754K 0.01% 888
2018
Q3 		$1.97M Sell
106,481
-3,405
-3% -$63.4K 0.02% 701
2018
Q2 		$2.01M Buy
109,886
+1,034
+0.9% +$18.9K 0.02% 671
2018
Q1 		$1.95M Sell
108,852
-10,982
-9% -$204K 0.02% 664
2017
Q4 		$2.28M Sell
119,834
-5,285
-4% -$100K 0.02% 600
2017
Q3 		$2.4M Sell
125,119
-129,158
-51% -$2.48M 0.03% 538
2017
Q2 		$4.91M Sell
254,277
-9,161
-3% -$178K 0.06% 324
2017
Q1 		$5.15M Buy
263,438
+27,239
+12% +$531K 0.07% 293
2016
Q4 		$4.51M Buy
236,199
+26,590
+13% +$497K 0.07% 293
2016
Q3 		$3.96M Buy
+209,609
New +$4.07M 0.07% 277
2016
Q2 		– Sell
-146,103
Closed -$2.71M – 968
2016
Q1 		$2.71M Buy
146,103
+37,697
+35% +$665K 0.07% 264
2015
Q4 		$1.99M Sell
108,406
-17,705
-14% -$331K 0.05% 347
2015
Q3 		$2.32M Sell
126,111
-1,803
-1% -$35.1K 0.07% 305
2015
Q2 		$2.55M Buy
127,914
+21,740
+20% +$455K 0.05% 418
2015
Q1 		$2.24M Buy
106,174
+15,962
+18% +$340K 0.04% 530
2014
Q4 		$1.92M Buy
90,212
+2,991
+3% +$64.4K 0.04% 569
2014
Q3 		$1.88M Buy
87,221
+2,183
+3% +$48.1K 0.04% 553
2014
Q2 		$1.9M Buy
85,038
+6,259
+8% +$137K 0.04% 531
2014
Q1 		$1.69M Buy
78,779
+622
+0.8% +$13.1K 0.04% 531
2013
Q4 		$1.63M Buy
78,157
+22,197
+40% +$463K 0.04% 520
2013
Q3 		$1.16M Buy
+55,960
New +$1.17M 0.03% 595

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

Janney Montgomery Scott's MDIV Position: Q1 2026 in Review

Janney Montgomery Scott reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 4% in Q1 2026, selling an estimated $33.2K and leaving 48,256 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Janney Montgomery Scott first reported a position in MDIV in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.33M in Q4 2019. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Janney Montgomery Scott held 48,256 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $780K as of Q1 2026.
  • Janney Montgomery Scott sold 2,036 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $33.2K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1796 holding.
  • Janney Montgomery Scott first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $5.33M 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.