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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.09M Sell
67,498
-515,153
-88% -$8.4M ﹤0.01% 2403
2025
Q4
$9.16M Buy
582,651
+17,582
+3% +$278K 0.01% 1000
2025
Q3
$9.06M Buy
565,069
+504,313
+830% +$8.11M 0.01% 996
2025
Q2
$961K Sell
60,756
-97
-0.2% -$1.53K ﹤0.01% 2360
2025
Q1
$995K Buy
60,853
+1,391
+2% +$22.8K ﹤0.01% 2238
2024
Q4
$960K Buy
59,462
+411
+0.7% +$6.78K ﹤0.01% 2270
2024
Q3
$982K Sell
59,051
-2,528
-4% -$41.1K ﹤0.01% 2240
2024
Q2
$968K Sell
61,579
-910
-1% -$14.3K ﹤0.01% 2186
2024
Q1
$987K Buy
62,489
+1,488
+2% +$23.2K ﹤0.01% 2193
2023
Q4
$955K Buy
61,001
+10,801
+22% +$161K ﹤0.01% 2176
2023
Q3
$733K Buy
50,200
+7,641
+18% +$113K ﹤0.01% 2261
2023
Q2
$620K Buy
42,559
+3,535
+9% +$51.2K ﹤0.01% 2393
2023
Q1
$572K Sell
39,024
-11,187
-22% -$171K ﹤0.01% 2439
2022
Q4
$752K Sell
50,211
-669
-1% -$10.1K ﹤0.01% 2217
2022
Q3
$735K Buy
50,880
+2,630
+5% +$41.5K ﹤0.01% 2175
2022
Q2
$732K Buy
48,250
+6,022
+14% +$97.7K ﹤0.01% 2224
2022
Q1
$712K Sell
42,228
-1,479
-3% -$24.7K ﹤0.01% 2355
2021
Q4
$725K Buy
43,707
+2,137
+5% +$35.4K ﹤0.01% 2358
2021
Q3
$682K Buy
41,570
+1,976
+5% +$32.9K ﹤0.01% 2384
2021
Q2
$671K Sell
39,594
-6,443
-14% -$108K ﹤0.01% 2403
2021
Q1
$743K Sell
46,037
-993
-2% -$15.5K ﹤0.01% 2199
2020
Q4
$707K Buy
47,030
+9,876
+27% +$143K ﹤0.01% 2092
2020
Q3
$500K Buy
37,154
+383
+1% +$5.33K ﹤0.01% 2094
2020
Q2
$503K Sell
36,771
-514
-1% -$6.85K ﹤0.01% 2036
2020
Q1
$438K Sell
37,285
-338
-0.9% -$5.59K ﹤0.01% 1947
2019
Q4
$716K Sell
37,623
-253
-0.7% -$4.67K ﹤0.01% 2041
2019
Q3
$703K Buy
37,876
+1,159
+3% +$21.3K ﹤0.01% 1975
2019
Q2
$685K Sell
36,717
-6,252
-15% -$116K ﹤0.01% 2029
2019
Q1
$796K Sell
42,969
-982
-2% -$17.8K ﹤0.01% 1796
2018
Q4
$741K Buy
43,951
+1,510
+4% +$26.9K ﹤0.01% 1716
2018
Q3
$792K Sell
42,441
-1,062
-2% -$19.8K ﹤0.01% 1832
2018
Q2
$790K Buy
43,503
+2,802
+7% +$51.1K ﹤0.01% 1772
2018
Q1
$724K Buy
40,701
+5,668
+16% +$105K ﹤0.01% 1762
2017
Q4
$668K Buy
35,033
+1,918
+6% +$36.5K ﹤0.01% 1755
2017
Q3
$638K Sell
33,115
-4,472
-12% -$86K ﹤0.01% 1745
2017
Q2
$728K Sell
37,587
-2,501
-6% -$48.6K ﹤0.01% 1649
2017
Q1
$788K Buy
40,088
+1,322
+3% +$25.8K ﹤0.01% 1566
2016
Q4
$740K Buy
38,766
+6,694
+21% +$125K ﹤0.01% 1566
2016
Q3
$608K Sell
32,072
-7,120
-18% -$138K ﹤0.01% 1616
2016
Q2
$759K Buy
39,192
+7,770
+25% +$148K ﹤0.01% 1515
2016
Q1
$582K Sell
31,422
-21,490
-41% -$379K ﹤0.01% 1500
2015
Q4
$971K Sell
52,912
-89,565
-63% -$1.67M 0.01% 1322
2015
Q3
$2.62M Buy
142,477
+1,224
+0.9% +$23.8K 0.01% 801
2015
Q2
$2.81M Buy
141,253
+12,346
+10% +$258K 0.01% 812
2015
Q1
$2.71M Sell
128,907
-38,263
-23% -$814K 0.01% 813
2014
Q4
$3.56M Buy
167,170
+15,295
+10% +$329K 0.02% 687
2014
Q3
$3.27M Buy
151,875
+46,189
+44% +$1.02M 0.03% 612
2014
Q2
$2.37M Buy
105,686
+9,722
+10% +$213K 0.02% 713
2014
Q1
$2.06M Buy
+95,964
New +$2.02M 0.02% 737

Other funds holding MDIV

Stifel Financial's MDIV Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 88% in Q1 2026, selling an estimated $8.4M and leaving 67,498 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Stifel Financial first reported a position in MDIV in Q1 2014 and has held it in 49 quarters since. The position peaked at $9.16M in Q4 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Stifel Financial held 67,498 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.09M as of Q1 2026.
  • Stifel Financial sold 515,153 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $8.4M.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2403 holding.
  • Stifel Financial first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $9.16M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.