Jones Financial Companies
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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
Q2 		$2.02M Buy
122,308
+40,051
+49% +$662K ﹤0.01% 1573
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Jones Financial Companies's MDIV Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 49% in Q2 2026, buying an estimated $662K and bringing the position to 122,308 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Jones Financial Companies first reported a position in MDIV in Q4 2021 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Jones Financial Companies held 122,308 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $2.02M as of Q2 2026.
  • Jones Financial Companies bought 40,051 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $662K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1573 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 13 quarters since.
  • 86 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.