Fortis Group Advisors’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
Q2
$907K Buy
54,907
+2,179
+4% +$36K 0.15% 147
2026
Q1
$881K Sell
52,728
-1,019
-2% -$16.6K 0.15% 149
2025
Q4
$872K Buy
53,747
+9,357
+21% +$148K 0.15% 158
2025
Q3
$695K Sell
44,390
-6,705
-13% -$108K 0.12% 144
2025
Q2
$814K Buy
+51,095
New +$806K 0.15% 127

Other funds holding MDIV

Fortis Group Advisors's MDIV Position: Q2 2026 in Review

Fortis Group Advisors increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 4.1% in Q2 2026, buying an estimated $36K and bringing the position to 54,907 shares worth $907K. The position accounts for 0.15% of the portfolio, ranked #147.

Fortis Group Advisors first reported a position in MDIV in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Fortis Group Advisors held 54,907 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $907K as of Q2 2026.
  • Fortis Group Advisors bought 2,179 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $36K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.15% of Fortis Group Advisors's portfolio in Q2 2026, its #147 holding.
  • Fortis Group Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 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 Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.