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

EverSource Wealth 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	–	Sell	-196	Closed	-$3.17K	–	4497
2026 Q1	$3.17K	Hold	196	–	–	﹤0.01%	3475
2025 Q4	$3.08K	Hold	196	–	–	﹤0.01%	3328
2025 Q3	$3.14K	Hold	196	–	–	﹤0.01%	3347
2025 Q2	$3.1K	Buy	196 +31	+19%	+$489	﹤0.01%	3339
2025 Q1	$2.7K	Buy	+165	New	+$2.71K	﹤0.01%	2787

Other funds holding MDIV

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

EverSource Wealth Advisors's MDIV Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 196 shares — an estimated $3.17K sold.

EverSource Wealth Advisors first reported a position in MDIV in Q1 2025 and held it in 5 quarters. The position peaked at $3.17K in Q1 2026. 46 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

EverSource Wealth Advisors 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.
EverSource Wealth Advisors sold 196 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $3.17K.
EverSource Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2025 and held it in 5 quarters.
EverSource Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.17K in Q1 2026.
46 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.