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

Smartleaf Asset Management’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 Q4	–	Sell	-7	Closed	-$118	–	3531
2025 Q3	$118	Hold	7	–	–	﹤0.01%	2966
2025 Q2	$116	Hold	7	–	–	﹤0.01%	2688
2025 Q1	$120	Hold	7	–	–	﹤0.01%	2833
2024 Q4	$118	Hold	7	–	–	﹤0.01%	2890
2024 Q3	$122	Hold	7	–	–	﹤0.01%	2890
2024 Q2	$115	Sell	7 -4	-36%	-$63	﹤0.01%	2717
2024 Q1	$186	Sell	11 -201	-95%	-$3.13K	﹤0.01%	1824
2023 Q4	$3.43K	Buy	+212	New	+$3.15K	﹤0.01%	909

Other funds holding MDIV

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Smartleaf Asset Management's MDIV Position: Q4 2025 in Review

Smartleaf Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 7 shares — an estimated $118 sold.

Smartleaf Asset Management first reported a position in MDIV in Q4 2023 and held it in 8 quarters. The position peaked at $3.43K in Q4 2023. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Smartleaf Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2025 after selling out during the quarter.
Smartleaf Asset Management sold 7 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $118.
Smartleaf Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2023 and held it in 8 quarters.
Smartleaf Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.43K in Q4 2023.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.