Creative Financial Designs’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Creative Financial Designs’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	–	Sell	-13	Closed	-$210	–	2314
2026 Q1	$210	Hold	13	–	–	﹤0.01%	2086
2025 Q4	$204	Buy	+13	New	+$205	﹤0.01%	2002
2023 Q2	–	Sell	-315	Closed	-$4.61K	–	1496
2023 Q1	$4.61K	Sell	315 -12,614	-98%	-$193K	﹤0.01%	1128
2022 Q4	$194K	Buy	12,929 +222	+2%	+$3.36K	0.03%	313
2022 Q3	$183K	Buy	12,707 +214	+2%	+$3.38K	0.03%	306
2022 Q2	$190K	Buy	+12,493	New	+$203K	0.03%	300

Other funds holding MDIV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Creative Financial Designs's MDIV Position: Q2 2026 in Review

Creative Financial Designs sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 13 shares — an estimated $210 sold.

Creative Financial Designs first reported a position in MDIV in Q2 2022 and held it in 6 quarters. The position peaked at $194K in Q4 2022. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Creative Financial Designs reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 13 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $210.
Creative Financial Designs first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2022 and held it in 6 quarters.
Creative Financial Designs's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $194K in Q4 2022.
86 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 Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.