Thurston Springer Miller Herd & Titak’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-1,441	Closed	-$22.8K	–	1038
2025 Q2	$22.8K	Buy	1,441 +23	+2%	+$363	﹤0.01%	894
2025 Q1	$23.2K	Buy	+1,418	New	+$23.3K	﹤0.01%	835

Other funds holding MDIV

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

Thurston Springer Miller Herd & Titak's MDIV Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2025, closing a stake of 1,441 shares — an estimated $22.8K sold.

Thurston Springer Miller Herd & Titak first reported a position in MDIV in Q1 2025 and held it in 2 quarters. The position peaked at $23.2K in Q1 2025. 91 funds tracked by Wall St. Rank hold MDIV as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 1,441 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2025, an estimated $22.8K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $23.2K in Q1 2025.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.