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

Cottonwood Capital 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 Q1	$1.01M	Sell	62,196 -4,569	-7%	-$74.5K	0.71%	33
2025 Q4	$1.05M	Sell	66,765 -114	-0.2%	-$1.8K	0.75%	32
2025 Q3	$1.07M	Buy	66,879 +287	+0.4%	+$4.61K	0.78%	29
2025 Q2	$1.05M	Sell	66,592 -10	-0%	-$158	0.71%	36
2025 Q1	$1.09M	Sell	66,602 -2,751	-4%	-$45.1K	0.8%	29
2024 Q4	$1.12M	Sell	69,353 -3,262	-4%	-$53.8K	0.8%	30
2024 Q3	$1.21M	Sell	72,615 -17,012	-19%	-$277K	0.89%	26
2024 Q2	$1.41M	Sell	89,627 -1,689	-2%	-$26.5K	1.11%	25
2024 Q1	$1.4M	Sell	91,316 -1,893	-2%	-$29.5K	1.11%	24
2023 Q4	$1.46M	Sell	93,209 -1,362	-1%	-$20.3K	1.2%	23
2023 Q3	$1.38M	Sell	94,571 -12,736	-12%	-$189K	1.29%	21
2023 Q2	$1.56M	Sell	107,307 -3,934	-4%	-$57K	1.43%	18
2023 Q1	$1.63M	Sell	111,241 -675	-0.6%	-$10.3K	1.5%	19
2022 Q4	$1.68M	Sell	111,916 -216	-0.2%	-$3.27K	1.5%	21
2022 Q3	$1.62M	Buy	112,132 +1,028	+0.9%	+$16.2K	1.54%	20
2022 Q2	$1.69M	Buy	111,104 +9,302	+9%	+$151K	1.52%	21
2022 Q1	$1.72M	Buy	101,802 +4,298	+4%	+$71.7K	1.36%	22
2021 Q4	$1.62M	Buy	+97,504	New	+$1.62M	1.25%	25

Other funds holding MDIV

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Cottonwood Capital Advisors's MDIV Position: Q1 2026 in Review

Cottonwood Capital Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 6.8% in Q1 2026, selling an estimated $74.5K and leaving 62,196 shares worth $1.01M. The position accounts for 0.71% of the portfolio, ranked #33.

Cottonwood Capital Advisors first reported a position in MDIV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2022. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Cottonwood Capital Advisors held 62,196 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.01M as of Q1 2026.
Cottonwood Capital Advisors sold 4,569 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $74.5K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.71% of Cottonwood Capital Advisors's portfolio in Q1 2026, its #33 holding.
Cottonwood Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and has held it in 18 quarters since.
Cottonwood Capital Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.72M in Q1 2022.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.