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
2026 Q2	$8.48K	Buy	+513	New	+$8.48K	﹤0.01%	3795
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Steward Partners Investment Advisory's MDIV Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026: 513 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #3795 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in MDIV as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in MDIV in Q4 2016 and has held it in 25 quarters since. The position peaked at $178K in Q3 2017. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Steward Partners Investment Advisory held 513 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $8.48K as of Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Steward Partners Investment Advisory position in Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3795 holding.
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 has held it in 25 quarters since.
Steward Partners Investment Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $178K in Q3 2017.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.