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Kraft Davis & Associates’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Kraft Davis & Associates’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
2025
Q3 		– Sell
-10,420
Closed -$167K – 148
2025
Q2 		$167K Hold
10,420
– – 0.05% 139
2025
Q1 		$163K Sell
10,420
-2,028
-16% -$33.3K 0.05% 126
2024
Q4 		$204K Hold
12,448
– – 0.06% 136
2024
Q3 		$204K Buy
+12,448
New +$202K 0.06% 141

Other funds holding MDIV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kraft Davis & Associates's MDIV Position: Q3 2025 in Review

Kraft Davis & Associates sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 10,420 shares — an estimated $167K sold.

Kraft Davis & Associates first reported a position in MDIV in Q3 2024 and held it in 4 quarters. The position peaked at $204K in Q4 2024. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

  • Kraft Davis & Associates reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 10,420 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $167K.
  • Kraft Davis & Associates first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2024 and held it in 4 quarters.
  • Kraft Davis & Associates's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $204K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2025.

Based on Kraft Davis & Associates's 13F filing for Q3 2025, filed 5 Nov 2025.