Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.62K Hold
100
– – ﹤0.01% 5323
2025
Q4 		$2K Hold
100
– – ﹤0.01% 5103
2025
Q3 		$2K Hold
100
– – ﹤0.01% 5018
2025
Q2 		$2K Hold
100
– – ﹤0.01% 4897
2025
Q1 		$2K Hold
100
– – ﹤0.01% 4780
2024
Q4 		$2K Buy
+100
New +$1.65K ﹤0.01% 4563
2017
Q4 		– Sell
-121
Closed -$2K – 1529
2017
Q3 		$2K Sell
121
-3,047
-96% -$58.6K ﹤0.01% 1295
2017
Q2 		$61K Buy
+3,168
New +$61.5K ﹤0.01% 447

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $7.43B AUM 24.49% 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 $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MDIV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2026 at 100 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #5323.

Carson Wealth (CWM LLC) first reported a position in MDIV in Q2 2017 and has held it in 8 quarters since. The position peaked at $61K in Q2 2017. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.62K as of Q1 2026.
  • Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5323 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2017 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $61K in Q2 2017.
  • 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.