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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Elevation Capital Advisory's MDIV Position: Q1 2026 in Review

Elevation Capital Advisory reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 54% in Q1 2026, selling an estimated $1.55M and leaving 79,459 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #43.

Elevation Capital Advisory first reported a position in MDIV in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q1 2025. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • Elevation Capital Advisory held 79,459 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.28M as of Q1 2026.
  • Elevation Capital Advisory sold 95,131 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $1.55M.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.55% of Elevation Capital Advisory's portfolio in Q1 2026, its #43 holding.
  • Elevation Capital Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and has held it in 3 quarters since.
  • Elevation Capital Advisory's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.16M in Q1 2025.
  • 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 Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.