Raymond James Financial
MDIV icon

Raymond James Financial’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Raymond James Financial’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 		$6.31M Buy
381,966
+12,548
+3% +$208K ﹤0.01% 2560
2026
Q1 		$5.97M Buy
369,418
+115,460
+45% +$1.88M ﹤0.01% 2451
2025
Q4 		$3.99M Buy
253,958
+17,002
+7% +$268K ﹤0.01% 2688
2025
Q3 		$3.8M Sell
236,956
-43,158
-15% -$694K ﹤0.01% 2671
2025
Q2 		$4.43M Sell
280,114
-1,378
-0.5% -$21.7K ﹤0.01% 2456
2025
Q1 		$4.6M Sell
281,492
-22,194
-7% -$364K ﹤0.01% 2385
2024
Q4 		$4.9M Buy
+303,686
New +$5.01M ﹤0.01% 2346

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial's MDIV Position: Q2 2026 in Review

Raymond James Financial 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 $208K and bringing the position to 381,966 shares worth $6.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Raymond James Financial first reported a position in MDIV in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Raymond James Financial held 381,966 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $6.31M as of Q2 2026.
  • Raymond James Financial bought 12,548 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $208K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2560 holding.
  • Raymond James Financial 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 7 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.