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

StoneX Group’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
Q1 		– Sell
-10,145
Closed -$159K – 1114
2025
Q4 		$159K Sell
10,145
-5,141
-34% -$81.1K 0.01% 891
2025
Q3 		$245K Buy
15,286
+3,293
+27% +$52.9K 0.01% 763
2025
Q2 		$190K Sell
11,993
-5,687
-32% -$89.7K 0.01% 786
2025
Q1 		$289K Sell
17,680
-1,067
-6% -$17.5K 0.02% 655
2024
Q4 		$303K Buy
+18,747
New +$309K 0.02% 599
2023
Q1 		– Sell
-436,759
Closed -$6.54M – 599
2022
Q4 		$6.54M Buy
436,759
+24,458
+6% +$371K 0.95% 21
2022
Q3 		$5.95M Buy
412,301
+47,817
+13% +$755K 1.11% 18
2022
Q2 		$5.53M Buy
364,484
+17,438
+5% +$283K 0.9% 25
2022
Q1 		$5.85M Buy
347,046
+65,706
+23% +$1.1M 0.55% 32
2021
Q4 		$4.67M Buy
281,340
+72,629
+35% +$1.2M 0.54% 35
2021
Q3 		$3.42M Buy
208,711
+21,099
+11% +$351K 0.49% 41
2021
Q2 		$3.18M Buy
+187,612
New +$3.15M 0.47% 40
2021
Q1 		– Sell
-40,691
Closed -$612K – 426
2020
Q4 		$612K Buy
40,691
+988
+2% +$14.3K 0.13% 156
2020
Q3 		$534K Buy
39,703
+9,924
+33% +$138K 0.17% 138
2020
Q2 		$408K Sell
29,779
-398
-1% -$5.3K 0.15% 174
2020
Q1 		$354K Sell
30,177
-79,226
-72% -$1.31M 0.19% 162
2019
Q4 		$2.06M Buy
109,403
+97,960
+856% +$1.81M 0.84% 27
2019
Q3 		$211K Buy
+11,443
New +$211K 0.13% 235

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

StoneX Group's MDIV Position: Q1 2026 in Review

StoneX Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2026, closing a stake of 10,145 shares — an estimated $159K sold.

StoneX Group first reported a position in MDIV in Q3 2019 and held it in 18 quarters. The position peaked at $6.54M in Q4 2022. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • StoneX Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 10,145 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $159K.
  • StoneX Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and held it in 18 quarters.
  • StoneX Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $6.54M in Q4 2022.
  • 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 StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.