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

Concurrent 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
2026
Q2 		– Sell
-13,187
Closed -$213K – 2168
2026
Q1 		$213K Buy
13,187
+264
+2% +$4.3K ﹤0.01% 1715
2025
Q4 		$203K Sell
12,923
-3,200
-20% -$50.5K ﹤0.01% 1632
2025
Q3 		$259K Sell
16,123
-22,818
-59% -$367K ﹤0.01% 1220
2025
Q2 		$616K Buy
38,941
+6,343
+19% +$100K 0.01% 769
2025
Q1 		$533K Buy
+32,598
New +$535K 0.01% 733

Other funds holding MDIV

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Concurrent Investment Advisors's MDIV Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 13,187 shares — an estimated $213K sold.

Concurrent Investment Advisors first reported a position in MDIV in Q1 2025 and held it in 5 quarters. The position peaked at $616K in Q2 2025. 31 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,187 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $213K.
  • Concurrent Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and held it in 5 quarters.
  • Concurrent Investment Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $616K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.