CX Institutional’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

CX Institutional’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	$13K	Buy	820 +2	+0.2%	+$33	﹤0.01%	1308
2026 Q2	$14K	Sell	818 -10	-1%	-$165	﹤0.01%	1245
2026 Q1	$13K	Sell	828 -22	-3%	-$359	﹤0.01%	1227
2025 Q4	$13K	Buy	850 +6	+0.7%	+$95	﹤0.01%	1162
2025 Q3	$14K	Sell	844 -7	-0.8%	-$113	﹤0.01%	1154
2025 Q2	$13K	Sell	851 -2	-0.2%	-$32	﹤0.01%	1013
2025 Q1	$14K	Buy	+853	New	+$14K	﹤0.01%	982
2022 Q4	–	Sell	-11,900	Closed	-$172K	–	550
2022 Q3	$172K	Buy	11,900 +618	+5%	+$9.8K	0.01%	450
2022 Q2	$171K	Sell	11,282 -947	-8%	-$15.4K	0.01%	459
2022 Q1	$206K	Sell	12,229 -116,703	-91%	-$1.95M	0.02%	357
2021 Q4	$2.14M	Buy	128,932 +67,068	+108%	+$1.11M	0.17%	152
2021 Q3	$1.02M	Buy	61,864 +51,074	+473%	+$851K	0.08%	211
2021 Q2	$183K	Buy	10,790 +244	+2%	+$4.1K	0.02%	347
2021 Q1	$170K	Sell	10,546 -14,839	-58%	-$232K	0.02%	324
2020 Q4	$382K	Sell	25,385 -2,446	-9%	-$35.4K	0.04%	246
2020 Q3	$374K	Buy	27,831 +3,345	+14%	+$46.5K	0.04%	220
2020 Q2	$335K	Buy	24,486 +2,735	+13%	+$36.4K	0.04%	219
2020 Q1	$255K	Buy	21,751 +2,519	+13%	+$41.7K	0.04%	215
2019 Q4	$361K	Sell	19,232 -55	-0.3%	-$1.02K	0.06%	165
2019 Q3	$355K	Buy	19,287 +703	+4%	+$12.9K	0.06%	182
2019 Q2	$344K	Buy	18,584 +9,039	+95%	+$168K	0.05%	181
2019 Q1	$175K	Buy	9,545 +6,963	+270%	+$126K	0.03%	221
2018 Q4	$43K	Sell	2,582 -2,697	-51%	-$48.1K	0.01%	270
2018 Q3	$98K	Buy	5,279 +3,510	+198%	+$65.4K	0.03%	141
2018 Q2	$32K	Buy	+1,769	New	+$32.3K	0.01%	178

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

CX Institutional's MDIV Position: Q3 2026 in Review

CX Institutional increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.24% in Q3 2026, buying an estimated $33 and bringing the position to 820 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

CX Institutional first reported a position in MDIV in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.14M in Q4 2021. 12 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

CX Institutional held 820 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $13K as of Q3 2026.
CX Institutional bought 2 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2026, an estimated $33.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1308 holding.
CX Institutional first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2018 and has held it in 25 quarters since.
CX Institutional's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.14M in Q4 2021.
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 CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.