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Stratos Wealth Partners’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Stratos Wealth Partners’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 		$323K Sell
19,971
-2,012
-9% -$32.8K ﹤0.01% 1281
2025
Q4 		$346K Buy
21,983
+87
+0.4% +$1.37K ﹤0.01% 1202
2025
Q3 		$351K Sell
21,896
-337
-2% -$5.42K ﹤0.01% 1175
2025
Q2 		$352K Buy
22,233
+6,965
+46% +$110K ﹤0.01% 1076
2025
Q1 		$250K Sell
15,268
-1,759
-10% -$28.9K ﹤0.01% 1179
2024
Q4 		$275K Buy
17,027
+271
+2% +$4.47K ﹤0.01% 1184
2024
Q3 		$279K Sell
16,756
-229
-1% -$3.73K ﹤0.01% 1183
2024
Q2 		$267K Sell
16,985
-315
-2% -$4.94K ﹤0.01% 1134
2024
Q1 		$273K Buy
17,300
+263
+2% +$4.09K ﹤0.01% 1140
2023
Q4 		$267K Sell
17,037
-214
-1% -$3.18K 0.01% 1137
2023
Q3 		$252K Buy
17,251
+147
+0.9% +$2.18K 0.01% 1085
2023
Q2 		$249K Buy
17,104
+3,331
+24% +$48.3K 0.01% 1021
2023
Q1 		$202K Sell
13,773
-2,395
-15% -$36.7K 0.01% 1039
2022
Q4 		$242K Buy
16,168
+25
+0.2% +$379 0.01% 974
2022
Q3 		$233K Sell
16,143
-6,389
-28% -$101K 0.01% 965
2022
Q2 		$342K Buy
22,532
+3,130
+16% +$50.8K 0.01% 874
2022
Q1 		$327K Buy
19,402
+5,749
+42% +$95.8K 0.01% 962
2021
Q4 		$227K Sell
13,653
-4,692
-26% -$77.7K 0.01% 1120
2021
Q3 		$301K Buy
18,345
+572
+3% +$9.53K 0.01% 943
2021
Q2 		$301K Buy
17,773
+6,086
+52% +$102K 0.01% 964
2021
Q1 		$189K Buy
11,687
+88
+0.8% +$1.38K 0.01% 1052
2020
Q4 		$174K Sell
11,599
-2,083
-15% -$30.2K 0.01% 1019
2020
Q3 		$184K Buy
13,682
+1,653
+14% +$23K 0.01% 929
2020
Q2 		$165K Buy
12,029
+26
+0.2% +$346 0.01% 924
2020
Q1 		$141K Sell
12,003
-6,471
-35% -$107K 0.01% 843
2019
Q4 		$347K Sell
18,474
-59
-0.3% -$1.09K 0.01% 698
2019
Q3 		$342K Sell
18,533
-11,286
-38% -$208K 0.01% 679
2019
Q2 		$552K Sell
29,819
-3,992
-12% -$74K 0.02% 531
2019
Q1 		$621K Sell
33,811
-123
-0.4% -$2.23K 0.03% 488
2018
Q4 		$571K Sell
33,934
-239,237
-88% -$4.26M 0.03% 470
2018
Q3 		$5.07M Buy
273,171
+6,253
+2% +$116K 0.23% 90
2018
Q2 		$4.88M Sell
266,918
-61,035
-19% -$1.11M 0.22% 95
2018
Q1 		$5.86M Buy
327,953
+52,794
+19% +$982K 0.25% 84
2017
Q4 		$5.23M Sell
275,159
-202,441
-42% -$3.85M 0.23% 90
2017
Q3 		$9.16M Sell
477,600
-499,252
-51% -$9.6M 0.43% 45
2017
Q2 		$18.8M Sell
976,852
-12,109
-1% -$235K 0.97% 17
2017
Q1 		$19.3M Buy
988,961
+171,715
+21% +$3.35M 1.09% 14
2016
Q4 		$15.6M Buy
817,246
+63,124
+8% +$1.18M 0.97% 20
2016
Q3 		$14.3M Buy
754,122
+76,348
+11% +$1.48M 0.96% 23
2016
Q2 		$13.1M Buy
677,774
+664,312
+4,935% +$12.6M 0.97% 23
2016
Q1 		$250K Sell
13,462
-2,621
-16% -$46.2K 0.02% 459
2015
Q4 		$295K Sell
16,083
-238
-1% -$4.45K 0.02% 430
2015
Q3 		$300K Buy
16,321
+28
+0.2% +$545 0.04% 372
2015
Q2 		$325K Sell
16,293
-136
-0.8% -$2.84K 0.04% 349
2015
Q1 		$347K Hold
16,429
– – 0.04% 387
2014
Q4 		$349K Buy
+16,429
New +$354K 0.06% 321

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

Stratos Wealth Partners's MDIV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 9.2% in Q1 2026, selling an estimated $32.8K and leaving 19,971 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Stratos Wealth Partners first reported a position in MDIV in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.3M in Q1 2017. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Stratos Wealth Partners held 19,971 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $323K as of Q1 2026.
  • Stratos Wealth Partners sold 2,012 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $32.8K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1281 holding.
  • Stratos Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $19.3M in Q1 2017.
  • 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 Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.