L.M. Kohn & Company’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

L.M. Kohn & Company’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 Q2	–	Sell	-13,440	Closed	-$220K	–	288
2025 Q1	$220K	Hold	13,440	–	–	0.06%	250
2024 Q4	$217K	Hold	13,440	–	–	0.06%	240
2024 Q3	$224K	Buy	+13,440	New	+$219K	0.06%	251
2024 Q2	–	Sell	-10,750	Closed	-$170K	–	286
2024 Q1	$170K	Sell	10,750 -3,700	-26%	-$57.6K	0.05%	256
2023 Q4	$226K	Buy	14,450 +2,088	+17%	+$31.1K	0.07%	211
2023 Q3	$180K	Sell	12,362 -2,088	-14%	-$31K	0.07%	217
2023 Q2	$210K	Buy	14,450 +3,000	+26%	+$43.5K	0.08%	212
2023 Q1	$168K	Hold	11,450	–	–	0.07%	205
2022 Q4	$171K	Buy	+11,450	New	+$173K	0.08%	203

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

L.M. Kohn & Company's MDIV Position: Q2 2025 in Review

L.M. Kohn & Company sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 13,440 shares — an estimated $220K sold.

L.M. Kohn & Company first reported a position in MDIV in Q4 2022 and held it in 9 quarters. The position peaked at $226K in Q4 2023. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

L.M. Kohn & Company reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 13,440 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $220K.
L.M. Kohn & Company first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2022 and held it in 9 quarters.
L.M. Kohn & Company's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $226K in Q4 2023.
101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.