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 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	$5.45K	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Cornerstone Planning Group's MDIV Position: Q2 2026 in Review

Cornerstone Planning Group increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.4% in Q2 2026, buying an estimated $83 and bringing the position to 350 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Cornerstone Planning Group first reported a position in MDIV in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Cornerstone Planning Group held 350 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $5.89K as of Q2 2026.
Cornerstone Planning Group bought 5 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $83.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1046 holding.
Cornerstone Planning Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2024 and has held it in 9 quarters since.
53 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 Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.