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

Stephens Consulting’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	$3.14K	Hold	200	–	–	﹤0.01%	323
2025 Q3	$3.21K	Hold	200	–	–	﹤0.01%	301
2025 Q2	$3.16K	Hold	200	–	–	﹤0.01%	440
2025 Q1	$3.27K	Hold	200	–	–	﹤0.01%	405
2024 Q4	$3.23K	Hold	200	–	–	﹤0.01%	440
2024 Q3	$3.33K	Hold	200	–	–	﹤0.01%	436
2024 Q2	$3.14K	Hold	200	–	–	﹤0.01%	465
2024 Q1	$3.16K	Hold	200	–	–	﹤0.01%	400
2023 Q4	$3.13K	Hold	200	–	–	﹤0.01%	405
2023 Q3	$2.92K	Hold	200	–	–	﹤0.01%	412
2023 Q2	$2.91K	Hold	200	–	–	﹤0.01%	422
2023 Q1	$2.93K	Hold	200	–	–	﹤0.01%	434
2022 Q4	$2.99K	Hold	200	–	–	﹤0.01%	414
2022 Q3	$2.89K	Hold	200	–	–	﹤0.01%	462
2022 Q2	$3.03K	Hold	200	–	–	﹤0.01%	451
2022 Q1	$3.37K	Hold	200	–	–	﹤0.01%	471
2021 Q4	$3.32K	Buy	+200	New	+$3.31K	﹤0.01%	551

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

Stephens Consulting's MDIV Position: Q4 2025 in Review

Stephens Consulting held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q4 2025 at 200 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Stephens Consulting first reported a position in MDIV in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.37K in Q1 2022. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

Stephens Consulting held 200 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $3.14K as of Q4 2025.
Stephens Consulting left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #323 holding.
Stephens Consulting first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.37K in Q1 2022.
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 Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.