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 Q2	$252K	Sell	15,242 -717	-4%	-$11.9K	﹤0.01%	2619
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	$270K	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	$194K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

NewEdge Advisors's MDIV Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 4.5% in Q2 2026, selling an estimated $11.9K and leaving 15,242 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

NewEdge Advisors first reported a position in MDIV in Q2 2016 and has held it in 33 quarters since. The position peaked at $304K in Q3 2018. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

NewEdge Advisors held 15,242 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $252K as of Q2 2026.
NewEdge Advisors sold 717 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $11.9K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2619 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 33 quarters since.
NewEdge Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $304K in Q3 2018.
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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.