Park Square Financial Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Park Square Financial 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
2025 Q3	–	Sell	-278	Closed	-$4.39K	–	677
2025 Q2	$4.39K	Hold	278	–	–	﹤0.01%	756
2025 Q1	$4.55K	Hold	278	–	–	﹤0.01%	760
2024 Q4	$4.49K	Buy	+278	New	+$4.59K	﹤0.01%	724

Other funds holding MDIV

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Park Square Financial Group's MDIV Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 278 shares — an estimated $4.39K sold.

Park Square Financial Group first reported a position in MDIV in Q4 2024 and held it in 3 quarters. The position peaked at $4.55K in Q1 2025. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

Park Square Financial Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 278 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $4.39K.
Park Square Financial Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $4.55K in Q1 2025.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.