Simplex Trading
MDIV icon

Simplex Trading’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Simplex Trading’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 		$4.62K Buy
+100
New +$1.63K ﹤0.01% 7941
2025
Q4 		– Sell
-1,600
Closed -$84K – 9437
2025
Q3 		$84K Sell
1,600
-1,000
-38% -$16.1K ﹤0.01% 5944
2025
Q2 		$128K Buy
2,600
+2,400
+1,200% +$37.9K ﹤0.01% 4986
2025
Q1 		$6K Sell
200
-1,900
-90% -$31.2K ﹤0.01% 7462
2024
Q4 		$154K Buy
2,100
+1,600
+320% +$26.4K ﹤0.01% 4764
2024
Q3 		$37K Hold
500
– – ﹤0.01% 6161
2024
Q2 		$34K Buy
+500
New +$7.84K ﹤0.01% 6453
2024
Q1 		– Sell
-100
Closed -$2K – 9433
2023
Q4 		$2K Sell
100
-700
-88% -$10.4K ﹤0.01% 8300
2023
Q3 		$16K Sell
800
-200
-20% -$2.97K ﹤0.01% 6821
2023
Q2 		$23K Buy
+1,000
New +$14.5K ﹤0.01% 6635
2016
Q1 		– Sell
-5
Closed -$1K – 5959
2015
Q4 		$1K Sell
5
-9
-64% -$168 ﹤0.01% 4915
2015
Q3 		$5K Buy
+14
New +$273 ﹤0.01% 3990

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