Richard W. Paul & Associates’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-853	Closed	-$13.8K	–	443
2024 Q4	$13.8K	Buy	+853	New	+$14.1K	0.01%	285

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Richard W. Paul & Associates's MDIV Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2025, closing a stake of 853 shares — an estimated $13.8K sold.

Richard W. Paul & Associates first reported a position in MDIV in Q4 2024 and held it in 1 quarter. The position peaked at $13.8K in Q4 2024. 104 funds tracked by Wall St. Rank hold MDIV as of Q1 2025.

Richard W. Paul & Associates reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 853 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2025, an estimated $13.8K.
Richard W. Paul & Associates first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and held it in 1 quarter.
Richard W. Paul & Associates's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $13.8K in Q4 2024.
104 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.