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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Synergy Investment Management's MDIV Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2026: 94 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in MDIV as recently as Q1 2025.

Synergy Investment Management first reported a position in MDIV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.54K in Q1 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Synergy Investment Management held 94 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.52K as of Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Synergy Investment Management position in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #724 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 3 quarters since.
Synergy Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.54K in Q1 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 Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.