Northwestern Mutual Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Northwestern Mutual Wealth 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 Q4	–	Sell	-807	Closed	-$12.9K	–	4162
2025 Q3	$12.9K	Buy	+807	New	+$13K	﹤0.01%	2818
2025 Q1	–	Sell	-740	Closed	-$12K	–	3833
2024 Q4	$12K	Buy	+740	New	+$12.2K	﹤0.01%	2680
2024 Q3	–	Sell	-116	Closed	-$1.82K	–	3751
2024 Q2	$1.82K	Hold	116	–	–	﹤0.01%	3121
2024 Q1	$1.83K	Buy	+116	New	+$1.81K	﹤0.01%	3070
2023 Q4	–	Sell	-337	Closed	-$4.92K	–	3591
2023 Q3	$4.92K	Buy	+337	New	+$5K	﹤0.01%	2760
2022 Q2	–	Sell	-1,180	Closed	-$20K	–	3351
2022 Q1	$20K	Buy	+1,180	New	+$19.7K	﹤0.01%	2314
2021 Q1	–	Sell	-399	Closed	-$6K	–	2900
2020 Q4	$6K	Buy	+399	New	+$5.78K	﹤0.01%	2336
2020 Q2	–	Sell	-84	Closed	-$1K	–	2559
2020 Q1	$1K	Buy	+84	New	+$1.39K	﹤0.01%	2420
2019 Q1	–	Sell	-1,874	Closed	-$32K	–	2632
2018 Q4	$32K	Buy	+1,874	New	+$33.4K	﹤0.01%	1423
2018 Q2	–	Sell	-500	Closed	-$9K	–	2442
2018 Q1	$9K	Buy	+500	New	+$9.3K	﹤0.01%	1783
2017 Q3	–	Sell	-3,800	Closed	-$73K	–	2217
2017 Q2	$73K	Buy	+3,800	New	+$73.8K	﹤0.01%	977
2016 Q3	–	Sell	-1,500	Closed	-$29K	–	975
2016 Q2	$29K	Buy	1,500 +1,300	+650%	+$24.7K	﹤0.01%	1047
2016 Q1	$4K	Sell	200 -265	-57%	-$4.67K	﹤0.01%	1719
2015 Q4	$9K	Buy	+465	New	+$8.69K	﹤0.01%	1191
2015 Q1	–	Sell	-2,650	Closed	-$56K	–	1700
2014 Q4	$56K	Buy	+2,650	New	+$57.1K	﹤0.01%	628

Other funds holding MDIV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's MDIV Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 807 shares — an estimated $12.9K sold.

Northwestern Mutual Wealth Management first reported a position in MDIV in Q4 2014 and held it in 15 quarters. The position peaked at $73K in Q2 2017. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 807 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $12.9K.
Northwestern Mutual Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and held it in 15 quarters.
Northwestern Mutual Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $73K in Q2 2017.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.