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

Flaharty Asset Management’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 		$192K Buy
+11,579
New +$191K 0.28% 52
2025
Q3 		– Sell
-1,632,390
Closed -$25.8M – 141
2025
Q2 		$25.8M Buy
1,632,390
+60,858
+4% +$960K 3.53% 11
2025
Q1 		$25.7M Buy
1,571,532
+101,426
+7% +$1.66M 3.71% 10
2024
Q4 		$23.7M Buy
1,470,106
+90,498
+7% +$1.49M 3.47% 10
2024
Q3 		$22.9M Buy
1,379,608
+25,729
+2% +$418K 3.23% 12
2024
Q2 		$21.3M Buy
1,353,879
+23,415
+2% +$367K 3.14% 14
2024
Q1 		$21M Sell
1,330,464
-215,886
-14% -$3.36M 3.12% 14
2023
Q4 		$24.2M Buy
1,546,350
+10,440
+0.7% +$155K 3.82% 10
2023
Q3 		$22.4M Buy
1,535,910
+58,320
+4% +$866K 3.75% 12
2023
Q2 		$21.5M Buy
1,477,590
+31,843
+2% +$461K 3.68% 12
2023
Q1 		$21.2M Buy
1,445,747
+21,535
+2% +$330K 3.78% 12
2022
Q4 		$21.3M Buy
1,424,212
+112,216
+9% +$1.7M 3.99% 9
2022
Q3 		$18.9M Buy
1,311,996
+86,462
+7% +$1.36M 3.9% 10
2022
Q2 		$18.6M Sell
1,225,534
-53,878
-4% -$874K 3.78% 11
2022
Q1 		$21.6M Buy
1,279,412
+81,245
+7% +$1.35M 3.96% 9
2021
Q4 		$19.9M Buy
1,198,167
+149,885
+14% +$2.48M 3.66% 11
2021
Q3 		$17.2M Buy
1,048,282
+85,495
+9% +$1.42M 3.55% 11
2021
Q2 		$16.3M Buy
962,787
+104,593
+12% +$1.76M 3.49% 13
2021
Q1 		$13.9M Buy
858,194
+148,473
+21% +$2.32M 3.2% 14
2020
Q4 		$10.7M Buy
709,721
+81,635
+13% +$1.18M 2.66% 18
2020
Q3 		$8.45M Buy
628,086
+300,182
+92% +$4.17M 2.66% 19
2020
Q2 		$4.49M Buy
+327,904
New +$4.37M 1.58% 20
2017
Q3 		– Sell
-11
Closed -$215 – 65
2017
Q2 		$215 Buy
+11
New +$214 0.12% 54

Other funds holding MDIV

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Flaharty Asset Management's MDIV Position: Q2 2026 in Review

Flaharty Asset Management opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026: 11,579 shares worth $192K. The stake represents 0.28% of the portfolio and ranks #52 among its holdings. This is a return to the name: Flaharty Asset Management previously reported a position in MDIV as recently as Q2 2025.

Flaharty Asset Management first reported a position in MDIV in Q2 2017 and has held it in 23 quarters since. The position peaked at $25.8M in Q2 2025. 7 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Flaharty Asset Management held 11,579 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $192K as of Q2 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Flaharty Asset Management position in Q2 2026.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.28% of Flaharty Asset Management's portfolio in Q2 2026, its #52 holding.
  • Flaharty Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2017 and has held it in 23 quarters since.
  • Flaharty Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $25.8M in Q2 2025.
  • 7 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 Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.