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

Elevation Capital Advisory’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	-79,459	Closed	-$1.28M	–	75
2026 Q1	$1.28M	Sell	79,459 -95,131	-54%	-$1.55M	0.55%	43
2025 Q4	$2.74M	Buy	+174,590	New	+$2.76M	1.12%	32
2025 Q2	–	Sell	-193,227	Closed	-$3.16M	–	66
2025 Q1	$3.16M	Buy	+193,227	New	+$3.17M	1.38%	25

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

Elevation Capital Advisory's MDIV Position: Q2 2026 in Review

Elevation Capital Advisory sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 79,459 shares — an estimated $1.28M sold.

Elevation Capital Advisory first reported a position in MDIV in Q1 2025 and held it in 3 quarters. The position peaked at $3.16M in Q1 2025. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Elevation Capital Advisory 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.
Elevation Capital Advisory sold 79,459 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $1.28M.
Elevation Capital Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and held it in 3 quarters.
Elevation Capital Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.16M in Q1 2025.
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 Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.