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

TMB Capital 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 Q2	–	Sell	-41,656	Closed	-$674K	–	184
2026 Q1	$674K	Sell	41,656 -163	-0.4%	-$2.66K	0.23%	87
2025 Q4	$657K	Buy	+41,819	New	+$660K	0.22%	85

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

TMB Capital Partners's MDIV Position: Q2 2026 in Review

TMB Capital Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 41,656 shares — an estimated $674K sold.

TMB Capital Partners first reported a position in MDIV in Q4 2025 and held it in 2 quarters. The position peaked at $674K in Q1 2026. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

TMB Capital Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2026 after selling out during the quarter.
TMB Capital Partners sold 41,656 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $674K.
TMB Capital Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2025 and held it in 2 quarters.
TMB Capital Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $674K in Q1 2026.
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 TMB Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.