Sigma Planning Corp’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $705K | Sell |
43,611
-693
| -2% | -$11.3K | 0.02% | 706 |
|
|
2025
Q4 | $696K | Sell |
44,304
-5,248
| -11% | -$82.8K | 0.02% | 670 |
|
|
2025
Q3 | $795K | Sell |
49,552
-1,234
| -2% | -$19.8K | 0.02% | 612 |
|
|
2025
Q2 | $803K | Sell |
50,786
-22,859
| -31% | -$361K | 0.02% | 577 |
|
|
2025
Q1 | $1.2M | Buy |
73,645
+2,167
| +3% | +$35.5K | 0.04% | 428 |
|
|
2024
Q4 | $1.15M | Buy |
71,478
+1,505
| +2% | +$24.8K | 0.04% | 445 |
|
|
2024
Q3 | $1.16M | Sell |
69,973
-297
| -0.4% | -$4.83K | 0.04% | 458 |
|
|
2024
Q2 | $1.1M | Sell |
70,270
-1,202
| -2% | -$18.9K | 0.04% | 454 |
|
|
2024
Q1 | $1.13M | Buy |
71,472
+31,179
| +77% | +$485K | 0.04% | 464 |
|
|
2023
Q4 | $631K | Sell |
40,293
-28,315
| -41% | -$421K | 0.05% | 385 |
|
|
2023
Q3 | $1M | Sell |
68,608
-1,817
| -3% | -$27K | 0.04% | 465 |
|
|
2023
Q2 | $1.03M | Sell |
70,425
-22,853
| -24% | -$331K | 0.04% | 448 |
|
|
2023
Q1 | $1.37M | Buy |
93,278
+8,796
| +10% | +$135K | 0.05% | 403 |
|
|
2022
Q4 | $1.26M | Sell |
84,482
-3,193
| -4% | -$48.4K | 0.05% | 403 |
|
|
2022
Q3 | $1.27M | Buy |
87,675
+2,496
| +3% | +$39.4K | 0.05% | 376 |
|
|
2022
Q2 | $1.29M | Buy |
85,179
+3,243
| +4% | +$52.6K | 0.04% | 381 |
|
|
2022
Q1 | $1.38M | Sell |
81,936
-3,353
| -4% | -$55.9K | 0.04% | 416 |
|
|
2021
Q4 | $1.42M | Buy |
85,289
+3,037
| +4% | +$50.3K | 0.04% | 420 |
|
|
2021
Q3 | $1.35M | Buy |
82,252
+1,025
| +1% | +$17.1K | 0.04% | 446 |
|
|
2021
Q2 | $1.38M | Buy |
81,227
+1,195
| +1% | +$20.1K | 0.04% | 440 |
|
|
2021
Q1 | $1.29M | Buy |
80,032
+55,886
| +231% | +$874K | 0.04% | 423 |
|
|
2020
Q4 | $363K | Sell |
24,146
-12,911
| -35% | -$187K | 0.01% | 805 |
|
|
2020
Q3 | $498K | Buy |
37,057
+2,919
| +9% | +$40.6K | 0.02% | 609 |
|
|
2020
Q2 | $467K | Buy |
34,138
+2,284
| +7% | +$30.4K | 0.02% | 618 |
|
|
2020
Q1 | $374K | Sell |
31,854
-9,576
| -23% | -$159K | 0.02% | 577 |
|
|
2019
Q4 | $778K | Sell |
41,430
-1,869
| -4% | -$34.5K | 0.03% | 465 |
|
|
2019
Q3 | $798K | Buy |
43,299
+4,908
| +13% | +$90.3K | 0.04% | 439 |
|
|
2019
Q2 | $710K | Buy |
38,391
+9,241
| +32% | +$171K | 0.04% | 439 |
|
|
2019
Q1 | $536K | Buy |
29,150
+1,029
| +4% | +$18.6K | 0.03% | 490 |
|
|
2018
Q4 | $473K | Sell |
28,121
-357
| -1% | -$6.36K | 0.03% | 461 |
|
|
2018
Q3 | $528K | Buy |
28,478
+949
| +3% | +$17.7K | 0.03% | 470 |
|
|
2018
Q2 | $504K | Buy |
27,529
+4,431
| +19% | +$80.8K | 0.03% | 451 |
|
|
2018
Q1 | $413K | Buy |
23,098
+259
| +1% | +$4.82K | 0.03% | 493 |
|
|
2017
Q4 | $434K | Sell |
22,839
-1,684
| -7% | -$32K | 0.03% | 478 |
|
|
2017
Q3 | $470K | Sell |
24,523
-159
| -0.6% | -$3.06K | 0.04% | 452 |
|
|
2017
Q2 | $476K | Sell |
24,682
-39
| -0.2% | -$757 | 0.04% | 423 |
|
|
2017
Q1 | $483K | Buy |
24,721
+4,483
| +22% | +$87.4K | 0.05% | 407 |
|
|
2016
Q4 | $387K | Sell |
20,238
-975
| -5% | -$18.2K | 0.04% | 435 |
|
|
2016
Q3 | $401K | Buy |
21,213
+1,079
| +5% | +$21K | 0.05% | 411 |
|
|
2016
Q2 | $389K | Sell |
20,134
-417
| -2% | -$7.93K | 0.05% | 394 |
|
|
2016
Q1 | $381K | Sell |
20,551
-6,143
| -23% | -$108K | 0.05% | 377 |
|
|
2015
Q4 | $490K | Sell |
26,694
-5,221
| -16% | -$97.6K | 0.07% | 319 |
|
|
2015
Q3 | $587K | Buy |
31,915
+3,211
| +11% | +$62.5K | 0.09% | 255 |
|
|
2015
Q2 | $573K | Buy |
28,704
+9,289
| +48% | +$194K | 0.08% | 294 |
|
|
2015
Q1 | $409K | Sell |
19,415
-4,033
| -17% | -$85.8K | 0.05% | 405 |
|
|
2014
Q4 | $499K | Buy |
+23,448
| New | +$505K | 0.07% | 332 |
|
Other funds holding MDIV
HI
RW
Sigma Planning Corp's MDIV Position: Q1 2026 in Review
Sigma Planning Corp reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.6% in Q1 2026, selling an estimated $11.3K and leaving 43,611 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #706.
Sigma Planning Corp first reported a position in MDIV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.42M in Q4 2021. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.
- Sigma Planning Corp held 43,611 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $705K as of Q1 2026.
- Sigma Planning Corp sold 693 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $11.3K.
- First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #706 holding.
- Sigma Planning Corp first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and has held it in 46 quarters since.
- Sigma Planning Corp's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.42M in Q4 2021.
- 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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.