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Transce3nd’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Transce3nd’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
Q1 		– Sell
-163
Closed -$2.63K – 1424
2024
Q4 		$2.63K Buy
+163
New +$2.69K ﹤0.01% 1065

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transce3nd's MDIV Position: Q1 2025 in Review

Transce3nd sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2025, closing a stake of 163 shares — an estimated $2.63K sold.

Transce3nd first reported a position in MDIV in Q4 2024 and held it in 1 quarter. The position peaked at $2.63K in Q4 2024. 104 funds tracked by Wall St. Rank hold MDIV as of Q1 2025.

  • Transce3nd reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 163 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2025, an estimated $2.63K.
  • Transce3nd first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and held it in 1 quarter.
  • Transce3nd's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.63K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.