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Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Steward Partners Investment Advisory’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
-1,898
Closed -$30.4K – 4415
2025
Q3 		$30.4K Hold
1,898
– – ﹤0.01% 2886
2025
Q2 		$30K Sell
1,898
-13
-0.7% -$205 ﹤0.01% 2738
2025
Q1 		$31.2K Buy
+1,911
New +$31.3K ﹤0.01% 2609
2022
Q3 		– Sell
-751
Closed -$11K – 3322
2022
Q2 		$11K Sell
751
-1,133
-60% -$18.4K ﹤0.01% 2491
2022
Q1 		$32K Hold
1,884
– – ﹤0.01% 2146
2021
Q4 		$31K Sell
1,884
-13
-0.7% -$215 ﹤0.01% 2122
2021
Q3 		$31K Sell
1,897
-1,597
-46% -$26.6K ﹤0.01% 2115
2021
Q2 		$59K Buy
3,494
+637
+22% +$10.7K ﹤0.01% 2980
2021
Q1 		$46.1K Buy
2,857
+117
+4% +$1.83K ﹤0.01% 2030
2020
Q4 		$41K Sell
2,740
-1,097
-29% -$15.9K ﹤0.01% 1755
2020
Q3 		$52K Hold
3,837
– – ﹤0.01% 1486
2020
Q2 		$53K Sell
3,837
-2,533
-40% -$33.8K ﹤0.01% 1391
2020
Q1 		$74K Buy
6,370
+87
+1% +$1.44K ﹤0.01% 1112
2019
Q4 		$118K Sell
6,283
-632
-9% -$11.7K ﹤0.01% 1062
2019
Q3 		$127K Sell
6,915
-600
-8% -$11K ﹤0.01% 996
2019
Q2 		$139K Buy
+7,515
New +$139K 0.01% 926
2018
Q4 		– Sell
-8,187
Closed -$152K – 1573
2018
Q3 		$152K Sell
8,187
-451
-5% -$8.4K 0.01% 798
2018
Q2 		$158K Sell
8,638
-147
-2% -$2.68K 0.01% 715
2018
Q1 		$157K Hold
8,785
– – 0.01% 664
2017
Q4 		$167K Sell
8,785
-531
-6% -$10.1K 0.01% 558
2017
Q3 		$178K Buy
9,316
+733
+9% +$14.1K 0.02% 457
2017
Q2 		$165K Sell
8,583
-434
-5% -$8.43K 0.02% 434
2017
Q1 		$176K Buy
9,017
+3,011
+50% +$58.7K 0.03% 340
2016
Q4 		$114K Buy
+6,006
New +$112K 0.05% 238

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's MDIV Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 1,898 shares — an estimated $30.4K sold.

Steward Partners Investment Advisory first reported a position in MDIV in Q4 2016 and held it in 24 quarters. The position peaked at $178K in Q3 2017. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

  • Steward Partners Investment Advisory 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.
  • Steward Partners Investment Advisory sold 1,898 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $30.4K.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 24 quarters.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $178K in Q3 2017.
  • 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 Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.