Moloney Securities Asset Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Moloney Securities Asset Management’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	-10,267	Closed	-$168K	–	510
2025 Q1	$168K	Buy	+10,267	New	+$168K	0.02%	444

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 $79.5B AUM 27.1% 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

Moloney Securities Asset Management's MDIV Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 10,267 shares — an estimated $168K sold.

Moloney Securities Asset Management first reported a position in MDIV in Q1 2025 and held it in 1 quarter. The position peaked at $168K in Q1 2025. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

Moloney Securities Asset Management 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.
Moloney Securities Asset Management sold 10,267 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $168K.
Moloney Securities Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and held it in 1 quarter.
Moloney Securities Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $168K in Q1 2025.
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 Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.