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

Principal Securities’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	-380	Closed	-$6.09K	–	2646
2025 Q3	$6.09K	Hold	380	–	–	﹤0.01%	2901
2025 Q2	$6.01K	Sell	380 -13	-3%	-$205	﹤0.01%	2806
2025 Q1	$6.35K	Hold	393	–	–	﹤0.01%	2695
2024 Q4	$6.35K	Hold	393	–	–	﹤0.01%	2691
2024 Q3	$6.54K	Hold	393	–	–	﹤0.01%	2584
2024 Q2	$6.18K	Sell	393 -4	-1%	-$63	﹤0.01%	2571
2024 Q1	$6.27K	Hold	397	–	–	﹤0.01%	2520
2023 Q4	$6.21K	Buy	+397	New	+$5.91K	﹤0.01%	2449

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

Principal Securities's MDIV Position: Q4 2025 in Review

Principal Securities sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 380 shares — an estimated $6.09K sold.

Principal Securities first reported a position in MDIV in Q4 2023 and held it in 8 quarters. The position peaked at $6.54K in Q3 2024. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Principal Securities 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.
Principal Securities sold 380 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $6.09K.
Principal Securities first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $6.54K in Q3 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 Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.