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

Sound Income Strategies’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 Q2	–	Sell	-106	Closed	-$1.73K	–	1668
2025 Q1	$1.73K	Hold	106	–	–	﹤0.01%	1262
2024 Q4	$1.71K	Hold	106	–	–	﹤0.01%	1190
2024 Q3	$1.76K	Hold	106	–	–	﹤0.01%	1154
2024 Q2	$1.67K	Buy	+106	New	+$1.66K	﹤0.01%	1120

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $79.5B AUM 27.1% 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

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

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

Sound Income Strategies's MDIV Position: Q2 2025 in Review

Sound Income Strategies sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 106 shares — an estimated $1.73K sold.

Sound Income Strategies first reported a position in MDIV in Q2 2024 and held it in 4 quarters. The position peaked at $1.76K in Q3 2024. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

Sound Income Strategies reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 106 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $1.73K.
Sound Income Strategies first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2024 and held it in 4 quarters.
Sound Income Strategies's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.76K in Q3 2024.
101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.