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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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: Q1 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 45% in Q1 2026, buying an estimated $1.88M and bringing the position to 369,418 shares worth $5.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Raymond James Financial first reported a position in MDIV in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Raymond James Financial held 369,418 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $5.97M as of Q1 2026.
  • Raymond James Financial bought 115,460 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $1.88M.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2451 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 6 quarters since.
  • 95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.