Cornerstone Planning Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-350	Closed	-$5.89K	–	1067
2026 Q2	$5.89K	Buy	350 +5	+1%	+$83	﹤0.01%	1046
2026 Q1	$5.72K	Buy	345 +7	+2%	+$114	﹤0.01%	1055
2025 Q4	$5.44K	Buy	338 +6	+2%	+$95	﹤0.01%	962
2025 Q3	$5.2K	Buy	332 +4	+1%	+$64	﹤0.01%	939
2025 Q2	$5.24K	Buy	328 +6	+2%	+$95	﹤0.01%	714
2025 Q1	$5.06K	Buy	322 +5	+2%	+$82	﹤0.01%	729
2024 Q4	$5.22K	Buy	317 +5	+2%	+$83	﹤0.01%	570
2024 Q3	$5.11K	Buy	312 +2	+0.6%	+$33	﹤0.01%	564
2024 Q2	$4.92K	Buy	+310	New	+$4.86K	﹤0.01%	583

Other funds holding MDIV

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

FFP

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cornerstone Planning Group's MDIV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2026, closing a stake of 350 shares — an estimated $5.89K sold.

Cornerstone Planning Group first reported a position in MDIV in Q2 2024 and held it in 9 quarters. The position peaked at $5.89K in Q2 2026. 12 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

Cornerstone Planning Group reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 350 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2026, an estimated $5.89K.
Cornerstone Planning Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $5.89K in Q2 2026.
12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.