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Newbridge Financial Services Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Newbridge Financial Services Group’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
Q1 		$29.9K Sell
1,849
-687
-27% -$11.2K ﹤0.01% 550
2025
Q4 		$39.9K Hold
2,536
– – 0.01% 481
2025
Q3 		$40.7K Hold
2,536
– – 0.01% 559
2025
Q2 		$40.1K Sell
2,536
-2,079
-45% -$32.8K 0.01% 548
2025
Q1 		$75.5K Buy
4,615
+53
+1% +$869 0.02% 299
2024
Q4 		$73.7K Buy
4,562
+1,228
+37% +$20.3K 0.02% 322
2024
Q3 		$55.4K Sell
3,334
-92
-3% -$1.5K 0.02% 245
2024
Q2 		$53.9K Sell
3,426
-14,020
-80% -$220K 0.02% 361
2024
Q1 		$275K Sell
17,446
-12,200
-41% -$190K 0.12% 148
2023
Q4 		$464K Sell
29,646
-468
-2% -$6.96K 0.23% 102
2023
Q3 		$440K Buy
30,114
+51
+0.2% +$757 0.22% 102
2023
Q2 		$438K Buy
30,063
+3,425
+13% +$49.6K 0.21% 97
2023
Q1 		$391K Buy
26,638
+18,351
+221% +$281K 0.21% 103
2022
Q4 		$124K Buy
8,287
+7,587
+1,084% +$115K 0.07% 262
2022
Q3 		$10K Hold
700
– – 0.01% 886
2022
Q2 		$11K Hold
700
– – 0.01% 837
2022
Q1 		$12K Hold
700
– – 0.01% 889
2021
Q4 		$12K Sell
700
-450
-39% -$7.45K 0.01% 881
2021
Q3 		$19K Sell
1,150
-850
-43% -$14.2K 0.01% 682
2021
Q2 		$34K Hold
2,000
– – 0.02% 563
2021
Q1 		$32K Hold
2,000
– – 0.02% 547
2020
Q4 		$30K Buy
+2,000
New +$29K 0.02% 448

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Newbridge Financial Services Group's MDIV Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 27% in Q1 2026, selling an estimated $11.2K and leaving 1,849 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Newbridge Financial Services Group first reported a position in MDIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $464K in Q4 2023. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Newbridge Financial Services Group held 1,849 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $29.9K as of Q1 2026.
  • Newbridge Financial Services Group sold 687 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $11.2K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #550 holding.
  • Newbridge Financial Services Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $464K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.