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

Triumph Capital 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	$1.93K	Buy	117 +94	+409%	+$1.55K	﹤0.01%	1571
2026 Q1	$372	Hold	23	–	–	﹤0.01%	1724
2025 Q4	$362	Buy	+23	New	+$363	﹤0.01%	1682

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

Triumph Capital Management's MDIV Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 409% in Q2 2026, buying an estimated $1.55K and bringing the position to 117 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Triumph Capital Management first reported a position in MDIV in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Triumph Capital Management held 117 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.93K as of Q2 2026.
Triumph Capital Management bought 94 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $1.55K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1571 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2025 and has held it in 3 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.