WSC
MDIV icon

Wellington Shields & Co’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Wellington Shields & Co’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 		$560K Buy
34,630
+20,605
+147% +$336K 0.14% 130
2025
Q4 		$220K Buy
+14,025
New +$221K 0.05% 233

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Wellington Shields & Co's MDIV Position: Q1 2026 in Review

Wellington Shields & Co increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 147% in Q1 2026, buying an estimated $336K and bringing the position to 34,630 shares worth $560K. The position accounts for 0.14% of the portfolio, ranked #130.

Wellington Shields & Co 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.

  • Wellington Shields & Co held 34,630 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $560K as of Q1 2026.
  • Wellington Shields & Co bought 20,605 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $336K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.14% of Wellington Shields & Co's portfolio in Q1 2026, its #130 holding.
  • Wellington Shields & Co 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 Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.