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Cherry Creek Investment Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Cherry Creek Investment Advisors’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
2025
Q2 		– Sell
-27,714
Closed -$453K – 120
2025
Q1 		$453K Buy
+27,714
New +$455K 0.24% 67
2024
Q4 		– Sell
-11,109
Closed -$185K – 115
2024
Q3 		$185K Buy
11,109
+154
+1% +$2.5K 0.1% 103
2024
Q2 		$172K Sell
10,955
-1,732
-14% -$27.2K 0.09% 101
2024
Q1 		$200K Sell
12,687
-2,096
-14% -$32.6K 0.11% 101
2023
Q4 		$231K Buy
14,783
+227
+2% +$3.38K 0.14% 90
2023
Q3 		$212K Sell
14,556
-25,933
-64% -$385K 0.14% 80
2023
Q2 		$590K Sell
40,489
-2,695
-6% -$39K 0.4% 45
2023
Q1 		$633K Buy
43,184
+644
+2% +$9.87K 0.46% 43
2022
Q4 		$637K Buy
42,540
+714
+2% +$10.8K 0.49% 45
2022
Q3 		$604K Sell
41,826
-455
-1% -$7.18K 0.5% 43
2022
Q2 		$641K Buy
42,281
+307
+0.7% +$4.98K 0.52% 45
2022
Q1 		$708K Sell
41,974
-1,090
-3% -$18.2K 0.47% 45
2021
Q4 		$715K Sell
43,064
-6,688
-13% -$111K 0.44% 47
2021
Q3 		$816K Buy
49,752
+1,193
+2% +$19.9K 0.54% 43
2021
Q2 		$824K Buy
+48,559
New +$816K 0.54% 45

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cherry Creek Investment Advisors's MDIV Position: Q2 2025 in Review

Cherry Creek Investment Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2025, closing a stake of 27,714 shares — an estimated $453K sold.

Cherry Creek Investment Advisors first reported a position in MDIV in Q2 2021 and held it in 15 quarters. The position peaked at $824K in Q2 2021. 101 funds tracked by Wall St. Rank hold MDIV as of Q2 2025.

  • Cherry Creek Investment Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2025 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 27,714 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2025, an estimated $453K.
  • Cherry Creek Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2021 and held it in 15 quarters.
  • Cherry Creek Investment Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $824K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.