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

Cornerstone Wealth Management’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	$835K	Sell	50,517 -4,717	-9%	-$78K	0.04%	371
2026 Q1	$893K	Sell	55,234 -1,460	-3%	-$23.8K	0.04%	328
2025 Q4	$891K	Sell	56,694 -1,190	-2%	-$18.8K	0.05%	308
2025 Q3	$928K	Buy	57,884 +45	+0.1%	+$723	0.05%	297
2025 Q2	$914K	Buy	57,839 +670	+1%	+$10.6K	0.06%	284
2025 Q1	$935K	Buy	57,169 +521	+0.9%	+$8.55K	0.06%	257
2024 Q4	$915K	Buy	56,648 +872	+2%	+$14.4K	0.06%	249
2024 Q3	$928K	Buy	55,776 +899	+2%	+$14.6K	0.07%	230
2024 Q2	$863K	Sell	54,877 -1,137	-2%	-$17.8K	0.07%	229
2024 Q1	$884K	Sell	56,014 -1,897	-3%	-$29.5K	0.07%	225
2023 Q4	$906K	Sell	57,911 -1,039	-2%	-$15.5K	0.08%	213
2023 Q3	$860K	Sell	58,950 -166	-0.3%	-$2.46K	0.08%	211
2023 Q2	$861K	Buy	59,116 +376	+0.6%	+$5.45K	0.08%	203
2023 Q1	$861K	Buy	+58,740	New	+$900K	0.08%	195
2022 Q3	$854K	Sell	59,156 -2,783	-4%	-$43.9K	0.1%	182
2022 Q2	$940K	Sell	61,939 -447	-0.7%	-$7.25K	0.1%	167
2022 Q1	$1.05M	Sell	62,386 -583	-0.9%	-$9.72K	0.1%	173
2021 Q4	$1.04M	Sell	62,969 -218	-0.3%	-$3.61K	0.1%	180
2021 Q3	$1.04M	Sell	63,187 -607	-1%	-$10.1K	0.11%	178
2021 Q2	$1.08M	Buy	63,794 +40	+0.1%	+$672	0.11%	175
2021 Q1	$1.03M	Sell	63,754 -789	-1%	-$12.3K	0.12%	166
2020 Q4	$970K	Sell	64,543 -8,594	-12%	-$124K	0.12%	159
2020 Q3	$984K	Sell	73,137 -9,588	-12%	-$133K	0.15%	140
2020 Q2	$1.13M	Buy	82,725 +2,497	+3%	+$33.3K	0.18%	113
2020 Q1	$941K	Buy	80,228 +2,699	+3%	+$44.7K	0.18%	108
2019 Q4	$1.46M	Buy	77,529 +8,715	+13%	+$161K	0.24%	80
2019 Q3	$1.27M	Buy	68,814 +5,778	+9%	+$106K	0.22%	92
2019 Q2	$1.17M	Buy	63,036 +3,922	+7%	+$72.7K	0.21%	102
2019 Q1	$3M	Buy	59,114 +5,382	+10%	+$97.4K	0.36%	65
2018 Q4	$903K	Sell	53,732 -651,849	-92%	-$11.6M	0.19%	109
2018 Q3	$36.7M	Sell	705,581 -79,514	-10%	-$1.48M	0.46%	44
2018 Q2	$43M	Buy	785,095 +747,065	+1,964%	+$13.6M	0.48%	44
2018 Q1	$680K	Buy	38,030 +3,477	+10%	+$64.7K	0.13%	157
2017 Q4	$674K	Sell	34,553 -2,159	-6%	-$41K	0.13%	160
2017 Q3	$713K	Buy	36,712 +1,985	+6%	+$38.2K	0.15%	139
2017 Q2	$675K	Buy	34,727 +4,596	+15%	+$89.3K	0.15%	142
2017 Q1	$592K	Buy	30,131 +6,604	+28%	+$129K	0.15%	140
2016 Q4	$452K	Buy	23,527 +2,387	+11%	+$44.6K	0.15%	145
2016 Q3	$394K	Buy	+21,140	New	+$411K	0.15%	143

Other funds holding MDIV

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 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

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cornerstone Wealth Management's MDIV Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 8.5% in Q2 2026, selling an estimated $78K and leaving 50,517 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #371.

Cornerstone Wealth Management first reported a position in MDIV in Q3 2016 and has held it in 39 quarters since. The position peaked at $43M in Q2 2018. 21 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Cornerstone Wealth Management held 50,517 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $835K as of Q2 2026.
Cornerstone Wealth Management sold 4,717 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $78K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #371 holding.
Cornerstone Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2016 and has held it in 39 quarters since.
Cornerstone Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $43M in Q2 2018.
21 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.