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Second Line Capital’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Second Line Capital’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 		$264K Hold
15,805
– – 0.05% 145
2025
Q4 		$248K Sell
15,805
-2,000
-11% -$31.6K 0.05% 128
2025
Q3 		$286K Sell
17,805
-93
-0.5% -$1.5K 0.06% 117
2025
Q2 		$283K Sell
17,898
-1,407
-7% -$22.2K 0.07% 110
2025
Q1 		$316K Hold
19,305
– – 0.08% 94
2024
Q4 		$312K Buy
19,305
+5,350
+38% +$88.3K 0.08% 86
2024
Q3 		$232K Buy
+13,955
New +$227K 0.06% 116

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 $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $549M AUM 22.95% 1-Year Est. Return

Second Line Capital's MDIV Position: Q1 2026 in Review

Second Line Capital held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2026 at 15,805 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #145.

Second Line Capital first reported a position in MDIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $316K in Q1 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Second Line Capital held 15,805 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $264K as of Q1 2026.
  • Second Line Capital left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q1 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.05% of Second Line Capital's portfolio in Q1 2026, its #145 holding.
  • Second Line Capital first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Second Line Capital's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $316K in Q1 2025.
  • 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 Second Line Capital's 13F filing for Q1 2026, filed 15 May 2026.