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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
Q2 		$30.6K Hold
1,849
– – ﹤0.01% 611
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Newbridge Financial Services Group's MDIV Position: Q2 2026 in Review

Newbridge Financial Services Group held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 1,849 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Newbridge Financial Services Group first reported a position in MDIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $464K in Q4 2023. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Newbridge Financial Services Group held 1,849 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $30.6K as of Q2 2026.
  • Newbridge Financial Services Group left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q2 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #611 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 23 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.
  • 86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.