Lido Advisors
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Lido Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Lido Advisors’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
2024
Q4 		– Sell
-11,598
Closed -$193K – 1560
2024
Q3 		$193K Hold
11,598
– – ﹤0.01% 1347
2024
Q2 		$182K Hold
11,598
– – ﹤0.01% 1295
2024
Q1 		$183K Sell
11,598
-46,206
-80% -$719K ﹤0.01% 1272
2023
Q4 		$3.09M Buy
+57,804
New +$860K 0.02% 327
2023
Q2 		– Sell
-11,201
Closed -$164K – 1268
2023
Q1 		$164K Sell
11,201
-20,503
-65% -$314K ﹤0.01% 1032
2022
Q4 		$475K Buy
31,704
+9,246
+41% +$140K 0.01% 608
2022
Q3 		$324K Hold
22,458
– – ﹤0.01% 729
2022
Q2 		$340K Hold
22,458
– – ﹤0.01% 678
2022
Q1 		$378K Hold
22,458
– – ﹤0.01% 723
2021
Q4 		$372K Hold
22,458
– – ﹤0.01% 721
2021
Q3 		$368K Sell
22,458
-8,467
-27% -$141K 0.01% 688
2021
Q2 		$524K Buy
30,925
+10,865
+54% +$183K 0.01% 531
2021
Q1 		$324K Buy
20,060
+1,275
+7% +$19.9K 0.01% 629
2020
Q4 		$282K Sell
18,785
-3,611
-16% -$52.3K 0.01% 643
2020
Q3 		$301K Hold
22,396
– – 0.01% 487
2020
Q2 		$307K Hold
22,396
– – 0.01% 442
2020
Q1 		$263K Buy
22,396
+3,611
+19% +$59.8K 0.01% 446
2019
Q4 		$353K Sell
18,785
-4,788
-20% -$88.4K 0.01% 459
2019
Q3 		$434K Hold
23,573
– – 0.02% 362
2019
Q2 		$436K Hold
23,573
– – 0.02% 327
2019
Q1 		$433K Buy
23,573
+12,513
+113% +$227K 0.03% 317
2018
Q4 		$186K Hold
11,060
– – 0.02% 412
2018
Q3 		$205K Hold
11,060
– – 0.02% 419
2018
Q2 		$202K Hold
11,060
– – 0.02% 398
2018
Q1 		$197K Hold
11,060
– – 0.03% 367
2017
Q4 		$210K Hold
11,060
– – 0.03% 284
2017
Q3 		$209K Hold
11,060
– – 0.03% 257
2017
Q2 		$213K Hold
11,060
– – 0.04% 231
2017
Q1 		$214K Buy
11,060
+814
+8% +$15.9K 0.06% 207
2016
Q4 		$196K Buy
+10,246
New +$191K 0.05% 196

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors's MDIV Position: Q4 2024 in Review

Lido Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2024, closing a stake of 11,598 shares — an estimated $193K sold.

Lido Advisors first reported a position in MDIV in Q4 2016 and held it in 30 quarters. The position peaked at $3.09M in Q4 2023. 103 funds tracked by Wall St. Rank hold MDIV as of Q4 2024.

  • Lido Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 11,598 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2024, an estimated $193K.
  • Lido Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 30 quarters.
  • Lido Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.09M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.