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

CoreCap 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 Q4	–	Sell	-800	Closed	-$12.8K	–	3008
2025 Q3	$12.8K	Hold	800	–	–	﹤0.01%	1835
2025 Q2	$12.6K	Hold	800	–	–	﹤0.01%	1780
2025 Q1	$13.1K	Hold	800	–	–	﹤0.01%	1702
2024 Q4	$12.9K	Hold	800	–	–	﹤0.01%	1685
2024 Q3	$13.3K	Hold	800	–	–	﹤0.01%	1704
2024 Q2	$12.6K	Hold	800	–	–	﹤0.01%	1019
2024 Q1	$12.6K	Buy	+800	New	+$12.5K	﹤0.01%	1662
2022 Q4	$12K	Buy	+800	New	+$12.1K	﹤0.01%	1490
2022 Q3	–	Sell	-800	Closed	-$12K	–	1444
2022 Q2	$12K	Buy	+800	New	+$13K	﹤0.01%	1427

Other funds holding MDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CoreCap Advisors's MDIV Position: Q4 2025 in Review

CoreCap Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2025, closing a stake of 800 shares — an estimated $12.8K sold.

CoreCap Advisors first reported a position in MDIV in Q2 2022 and held it in 9 quarters. The position peaked at $13.3K in Q3 2024. 94 funds tracked by Wall St. Rank hold MDIV as of Q4 2025.

CoreCap Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2025 after selling out during the quarter.
CoreCap Advisors sold 800 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2025, an estimated $12.8K.
CoreCap Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2022 and held it in 9 quarters.
CoreCap Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $13.3K in Q3 2024.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.