Lido Advisors
MDIV icon

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
2026
Q3 		$226K Buy
+14,294
New +$238K ﹤0.01% 1860
2024
Q4 		– Sell
-11,598
Closed -$193K – 1560
2024
Q3 		$193K Hold
11,598
– – ﹤0.01% 1348
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% 460
2019
Q3 		$434K Hold
23,573
– – 0.02% 361
2019
Q2 		$436K Hold
23,573
– – 0.02% 329
2019
Q1 		$433K Buy
23,573
+12,513
+113% +$227K 0.03% 318
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Lido Advisors's MDIV Position: Q3 2026 in Review

Lido Advisors opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2026: 14,294 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings. This is a return to the name: Lido Advisors previously reported a position in MDIV as recently as Q3 2024.

Lido Advisors first reported a position in MDIV in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.09M in Q4 2023. 59 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

  • Lido Advisors held 14,294 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $226K as of Q3 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Lido Advisors position in Q3 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1860 holding.
  • Lido Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and has held it in 31 quarters since.
  • Lido Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.09M in Q4 2023.
  • 59 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.