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

ORG Partners’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	$78.6K	Hold	5,000	–	–	0.01%	495
2025 Q3	$80.2K	Hold	5,000	–	–	0.01%	503
2025 Q2	$79.5K	Hold	5,000	–	–	0.02%	467
2025 Q1	$82K	Sell	5,000 -6,000	-55%	-$98.4K	0.02%	415
2024 Q4	$178K	Buy	+11,000	New	+$182K	0.02%	336

Other funds holding MDIV

LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 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

ORG Partners's MDIV Position: Q4 2025 in Review

ORG Partners held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q4 2025 at 5,000 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #495.

ORG Partners first reported a position in MDIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $178K in Q4 2024. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

ORG Partners held 5,000 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $78.6K as of Q4 2025.
ORG Partners left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #495 holding.
ORG Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and has held it in 5 quarters since.
ORG Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $178K in Q4 2024.
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 ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.