Jones Financial Companies’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Jones Financial Companies’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	$1.32M	Buy	82,257 +17,685	+27%	+$288K	﹤0.01%	1608
2025 Q4	$1.02M	Sell	64,572 -2,053	-3%	-$32.4K	﹤0.01%	1227
2025 Q3	$1.07M	Buy	66,625 +9,142	+16%	+$147K	﹤0.01%	1105
2025 Q2	$906K	Buy	57,483 +5,727	+11%	+$90.3K	﹤0.01%	1041
2025 Q1	$844K	Buy	51,756 +13,527	+35%	+$222K	﹤0.01%	928
2024 Q4	$617K	Buy	38,229 +11,231	+42%	+$185K	﹤0.01%	909
2024 Q3	$447K	Buy	26,998 +12,164	+82%	+$198K	﹤0.01%	861
2024 Q2	$233K	Buy	14,834 +5,464	+58%	+$85.7K	﹤0.01%	779
2024 Q1	$148K	Buy	9,370 +8,274	+755%	+$129K	﹤0.01%	514
2023 Q4	$17.2K	Buy	+1,096	New	+$16.3K	﹤0.01%	604
2022 Q2	–	Sell	-2,554	Closed	-$43K	–	799
2022 Q1	$43K	Sell	2,554 -188	-7%	-$3.13K	﹤0.01%	364
2021 Q4	$46K	Buy	+2,742	New	+$45.4K	﹤0.01%	372

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 $549M AUM 22.95% 1-Year Est. Return

Jones Financial Companies's MDIV Position: Q1 2026 in Review

Jones Financial Companies increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 27% in Q1 2026, buying an estimated $288K and bringing the position to 82,257 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Jones Financial Companies first reported a position in MDIV in Q4 2021 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Jones Financial Companies held 82,257 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.32M as of Q1 2026.
Jones Financial Companies bought 17,685 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $288K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1608 holding.
Jones Financial Companies first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and has held it in 12 quarters since.
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 Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.