Synergy Investment Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Synergy Investment Management’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	$1.55K	Hold	94	–	–	﹤0.01%	932
2026 Q1	$1.52K	Buy	+94	New	+$1.53K	﹤0.01%	724
2025 Q2	–	Sell	-94	Closed	-$1.54K	–	376
2025 Q1	$1.54K	Hold	94	–	–	﹤0.01%	556
2024 Q4	$1.52K	Buy	+94	New	+$1.55K	﹤0.01%	584

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

Synergy Investment Management's MDIV Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 94 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Synergy Investment Management first reported a position in MDIV in Q4 2024 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Synergy Investment Management held 94 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.55K as of Q2 2026.
Synergy Investment Management left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #932 holding.
Synergy Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and has held it in 4 quarters since.
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 Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.