MDIV

First Trust$16.51+0.05 (+0.27%)
AUM $408.3MER 0.83%NAV $16.46Holdings 126

Price Chart

Key Statistics

Previous Close

$16.46

Day Range

$16.41$16.55

52-Week Range

$15.59$16.69

Avg Volume

72.8K

Dividend Yield

6.18%

Expense Ratio

0.83%

AUM

$408.3M

Shares Outstanding

23.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Energy35.83%
Real Estate32.03%
Financial Services13.45%
Utilities6.56%
Consumer Defensive5.52%
Communication Services2.60%
Consumer Cyclical2.35%
Healthcare1.59%
Industrials0.06%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States88.79%
Other11.18%
Monaco0.03%

Fund Information

Category
Energy
Inception Date
Aug 13, 2012
Exchange
NASDAQ
Description
The Multi-Asset Diversified Income Index Fund is an exchange-traded fund. The investment objective of the Fund is to seek investment results that correspond generally to the price and yield, before the Fund's fees and expenses, of an index called the Nasdaq US Multi-Asset Diversified Income Index.

Similar ETFs

SymbolNameAUM
XLEState Street Energy Select Sector SPDR ETF$39.93B
IUSBiShares Core Universal USD Bond ETF$36.56B
USHYiShares Broad USD High Yield Corporate Bond ETF$25.79B
FBNDFidelity Total Bond ETF$25.03B
VDEVanguard Energy ETF$13.20B

The Multi-Asset Diversified Income Index Fund (MDIV) is an exchange-traded fund issued by First Trust that launched on Aug 13, 2012. It currently manages $408.3M in assets under management. The fund charges an expense ratio of 0.83%. The fund holds 126 securities in its portfolio. It falls under the Energy category.

Top 10 holdings represent 33.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1HYLSFirst Trust Tactical High Yield ETF20.10%1,892,336$82.1M
2IEPIcahn Enterprises, L.P.1.63%780,612$6.7M
3MNRMach Natural Resources LP1.61%536,258$6.6M
4ARRARMOUR Residential REIT, Inc.1.58%0$6.5M
5TXOTXO Partners, L.P.1.58%505,409$6.5M
6AGNCAGNC Investment Corp.1.43%0$5.8M
7CIMChimera Investment Corporation1.37%0$5.6M
8NLYAnnaly Capital Management, Inc.1.37%0$5.6M
9KRPKimbell Royalty Partners LP1.25%370,687$5.1M
10DMLPDorchester Minerals, L.P.1.21%138,481$4.9M
11CIM.BChimera Investment Corp, Series B, 8.00% Variable Rate1.12%0$4.6M
12ARIApollo Commercial Real Estate Finance, Inc.1.11%551,102$4.6M
13RITMRithm Capital Corp.1.06%433,608$4.3M
14ARLPAlliance Resource Partners, L.P.1.05%166,660$4.3M
15RITM.BRithm Capital Corp., Series B Variable Rate1.03%0$4.2M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.27%
1W
-0.15%
1M
+2.65%
3M
+2.34%
6M
+5.51%
YTD
+4.47%
1Y
+4.21%
3Y
+12.06%
5Y
-1.45%

Moving Averages

20-Day MA

$16.36

Above 20-Day MA
50-Day MA

$16.43

Above 50-Day MA
200-Day MA

$16.08

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$16.69

Current Price

$16.51

52-Week Low

$15.59

$15.59$16.69

Current Yield

6.18%

Annual Dividend

$0.3293

Frequency

12x/year

Last Ex-Date

Feb 20, 2026

Dividend History

Ex-DateAmountPay Date
Feb 20, 2026$0.0772Feb 27, 2026
Jan 21, 2026$0.0601Jan 30, 2026
Dec 12, 2025$0.0814Dec 31, 2025
Nov 21, 2025$0.1106Nov 28, 2025
Oct 21, 2025$0.0696Oct 31, 2025
Sep 25, 2025$0.0857Sep 30, 2025
Aug 21, 2025$0.1033Aug 29, 2025
Jul 22, 2025$0.0506Jul 31, 2025
Jun 26, 2025$0.0951Jun 30, 2025
May 21, 2025$0.1012May 30, 2025
Apr 22, 2025$0.0505Apr 30, 2025
Mar 27, 2025$0.1345Mar 31, 2025
Feb 21, 2025$0.0742Feb 28, 2025
Jan 22, 2025$0.0673Jan 31, 2025
Dec 13, 2024$0.1058Dec 31, 2024
Nov 21, 2024$0.0819Nov 29, 2024
Oct 22, 2024$0.0717Oct 31, 2024
Sep 26, 2024$0.0980Sep 30, 2024
Aug 21, 2024$0.1169Aug 30, 2024
Jul 23, 2024$0.0487Jul 31, 2024

Dividend Payments Over Time

Category Comparison

MetricMDIVEnergy(170 ETFs)Multi-Asset(62 ETFs)
Fund Info
Expense Ratio0.83%0.68%0.66%
AUM$408.3M$1.68B$407.1M
Dividend Yield6.18%4.21%3.10%
Avg Volume72.8K686.5K69.6K
Holdings12626480
Performance
1-Month Return+1.05%-0.02%+3.37%
6-Month Return+4.28%+16.41%+4.86%
YTD Return+4.72%+15.57%+4.20%
1-Year Return+4.78%+33.79%+18.19%

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