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

&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
2026 Q2	$1.41M	Buy	85,549 +2,853	+3%	+$47.2K	0.01%	1221
2026 Q1	$1.33M	Buy	82,696 +15,837	+24%	+$258K	0.01%	1141
2025 Q4	$1.05M	Sell	66,859 -3,207	-5%	-$50.6K	0.01%	1193
2025 Q3	$1.12M	Buy	70,066 +22,024	+46%	+$354K	0.01%	1032
2025 Q2	$760K	Buy	+48,042	New	+$758K	0.01%	1128

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

&Partners's MDIV Position: Q2 2026 in Review

&Partners increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 3.4% in Q2 2026, buying an estimated $47.2K and bringing the position to 85,549 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1221.

&Partners first reported a position in MDIV in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

&Partners held 85,549 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.41M as of Q2 2026.
&Partners bought 2,853 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $47.2K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1221 holding.
&Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2025 and has held it in 5 quarters since.
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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.