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

Elevated 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 Q2	$1.17M	Buy	70,994 +1,088	+2%	+$18K	0.32%	71
2026 Q1	$1.13M	Buy	69,906 +371	+0.5%	+$6.05K	0.28%	83
2025 Q4	$1.09M	Buy	69,535 +192	+0.3%	+$3.03K	0.25%	99
2025 Q3	$1.11M	Sell	69,343 -2,957	-4%	-$47.5K	0.28%	95
2025 Q2	$1.18M	Hold	72,300	–	–	0.33%	76
2025 Q1	$1.18M	Sell	72,300 -6,563	-8%	-$108K	0.33%	76
2024 Q4	$1.27M	Sell	78,863 -571	-0.7%	-$9.43K	0.35%	67
2024 Q3	$1.32M	Sell	79,434 -390	-0.5%	-$6.34K	0.35%	74
2024 Q2	$1.25M	Sell	79,824 -128	-0.2%	-$2.01K	0.35%	69
2024 Q1	$1.26M	Buy	79,952 +3,957	+5%	+$61.6K	0.36%	80
2023 Q4	$1.19M	Sell	75,995 -462	-0.6%	-$6.88K	0.37%	83
2023 Q3	$1.12M	Buy	76,457 +348	+0.5%	+$5.17K	0.38%	81
2023 Q2	$1.11M	Sell	76,109 -17,359	-19%	-$251K	0.37%	89
2023 Q1	$1.37M	Buy	93,468 +1,934	+2%	+$29.6K	0.49%	76
2022 Q4	$1.37M	Buy	91,534 +2,844	+3%	+$43.1K	0.52%	65
2022 Q3	$1.28M	Buy	+88,690	New	+$1.4M	0.5%	70
2022 Q1	$1.41M	Buy	+83,306	New	+$1.39M	0.47%	74
2021 Q3	$1.34M	Buy	+81,485	New	+$1.36M	0.46%	65
2021 Q1	$3.79M	Sell	228,659 -121,986	-35%	-$1.91M	1.47%	14
2020 Q4	$5.27M	Sell	350,645 -17,784	-5%	-$258K	2.28%	5
2020 Q3	$5.34M	Sell	368,429 -5,583	-1%	-$77.6K	2.5%	5
2020 Q2	$5.29M	Buy	+374,012	New	+$4.98M	2.49%	5

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

Elevated Capital Advisors's MDIV Position: Q2 2026 in Review

Elevated Capital Advisors increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.6% in Q2 2026, buying an estimated $18K and bringing the position to 70,994 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #71.

Elevated Capital Advisors first reported a position in MDIV in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.34M in Q3 2020. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Elevated Capital Advisors held 70,994 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.17M as of Q2 2026.
Elevated Capital Advisors bought 1,088 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $18K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.32% of Elevated Capital Advisors's portfolio in Q2 2026, its #71 holding.
Elevated Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2020 and has held it in 22 quarters since.
Elevated Capital Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $5.34M in Q3 2020.
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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.