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

NewEdge 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
Q1 		$258K Sell
15,959
-32
-0.2% -$522 ﹤0.01% 2450
2025
Q4 		$251K Sell
15,991
-758
-5% -$12K ﹤0.01% 2438
2025
Q3 		$269K Sell
16,749
-561
-3% -$9.02K ﹤0.01% 2243
2025
Q2 		$274K Buy
17,310
+595
+4% +$9.38K ﹤0.01% 2070
2025
Q1 		$273K Sell
16,715
-8
-0% -$131 ﹤0.01% 1955
2024
Q4 		$270K Hold
16,723
– – ﹤0.01% 1934
2024
Q3 		$278K Buy
16,723
+1,218
+8% +$19.8K ﹤0.01% 1855
2024
Q2 		$244K Sell
15,505
-200
-1% -$3.14K ﹤0.01% 1825
2024
Q1 		$248K Buy
15,705
+74
+0.5% +$1.15K ﹤0.01% 1729
2023
Q4 		$245K Buy
15,631
+472
+3% +$7.02K ﹤0.01% 1632
2023
Q3 		$221K Buy
15,159
+693
+5% +$10.3K ﹤0.01% 1590
2023
Q2 		$211K Buy
14,466
+1,973
+16% +$28.6K ﹤0.01% 1618
2023
Q1 		$183K Buy
12,493
+4,098
+49% +$62.8K ﹤0.01% 1570
2022
Q4 		$126 Buy
+8,395
New +$127K ﹤0.01% 3345
2020
Q4 		– Sell
-13,932
Closed -$187K – 1049
2020
Q3 		$187K Hold
13,932
– – 0.01% 840
2020
Q2 		$191K Hold
13,932
– – 0.01% 780
2020
Q1 		$163K Sell
13,932
-554
-4% -$9.17K 0.01% 721
2019
Q4 		$272K Sell
14,486
-300
-2% -$5.54K 0.01% 685
2019
Q3 		$273K Sell
14,786
-1,234
-8% -$22.7K 0.01% 660
2019
Q2 		$296K Hold
16,020
– – 0.02% 529
2019
Q1 		$294K Hold
16,020
– – 0.02% 526
2018
Q4 		$270 Sell
16,020
-400
-2% -$7.13K 0.02% 513
2018
Q3 		$304K Buy
16,420
+5,820
+55% +$108K 0.02% 490
2018
Q2 		$194 Hold
10,600
– – 0.02% 526
2018
Q1 		$188K Hold
10,600
– – 0.02% 475
2017
Q4 		$204K Hold
10,600
– – 0.03% 386
2017
Q3 		$204K Hold
10,600
– – 0.03% 355
2017
Q2 		$204K Hold
10,600
– – 0.04% 317
2017
Q1 		$207K Hold
10,600
– – 0.05% 249
2016
Q4 		$206K Hold
10,600
– – 0.06% 240
2016
Q3 		$200K Hold
10,600
– – 0.06% 205
2016
Q2 		$204K Buy
+10,600
New +$201K 0.08% 151

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

NewEdge Advisors's MDIV Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.2% in Q1 2026, selling an estimated $522 and leaving 15,959 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

NewEdge Advisors first reported a position in MDIV in Q2 2016 and has held it in 32 quarters since. The position peaked at $304K in Q3 2018. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • NewEdge Advisors held 15,959 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $258K as of Q1 2026.
  • NewEdge Advisors sold 32 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $522.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2450 holding.
  • NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2016 and has held it in 32 quarters since.
  • NewEdge Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $304K in Q3 2018.
  • 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.