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 Q1	$372	Hold	23	–	–	﹤0.01%	1724
2025 Q4	$362	Buy	+23	New	+$363	﹤0.01%	1682

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

Triumph Capital Management's MDIV Position: Q1 2026 in Review

Triumph Capital Management held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2026 at 23 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Triumph Capital Management first reported a position in MDIV in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Triumph Capital Management held 23 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $372 as of Q1 2026.
Triumph Capital Management left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #1724 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 2 quarters since.
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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.