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Founders Financial Alliance’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Founders Financial Alliance’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 		$39.4K Buy
2,386
+41
+2% +$678 0.01% 583
2026
Q1 		$37.9K Buy
2,345
+33
+1% +$538 0.01% 535
2025
Q4 		$36.3K Buy
2,312
+32
+1% +$505 0.01% 449
2025
Q3 		$36.6K Buy
2,280
+28
+1% +$450 0.01% 521
2025
Q2 		$35.6K Buy
2,252
+29
+1% +$457 0.01% 407
2025
Q1 		$36.4K Sell
2,223
-338
-13% -$5.54K 0.01% 466
2024
Q4 		$41.4K Buy
2,561
+29
+1% +$479 0.01% 398
2024
Q3 		$42.1K Buy
2,532
+28
+1% +$455 0.01% 407
2024
Q2 		$39.4K Buy
2,504
+27
+1% +$423 0.01% 394
2024
Q1 		$39.1K Buy
2,477
+40
+2% +$623 0.01% 402
2023
Q4 		$38.1K Sell
2,437
-12
-0.5% -$179 0.01% 360
2023
Q3 		$35.7K Sell
2,449
-964
-28% -$14.3K 0.02% 341
2023
Q2 		$49.7K Buy
3,413
+22
+0.6% +$319 0.02% 344
2023
Q1 		$49.7K Buy
3,391
+29
+0.9% +$444 0.02% 301
2022
Q4 		$50.3K Sell
3,362
-3
-0.1% -$45 0.02% 324
2022
Q3 		$49K Sell
3,365
-1,514
-31% -$23.9K 0.02% 319
2022
Q2 		$74K Sell
4,879
-10
-0.2% -$162 0.04% 291
2022
Q1 		$82K Sell
4,889
-12
-0.2% -$200 0.04% 278
2021
Q4 		$81K Buy
4,901
+1,367
+39% +$22.6K 0.03% 317
2021
Q3 		$58K Buy
3,534
+1,358
+62% +$22.6K 0.03% 321
2021
Q2 		$37K Sell
2,176
-40
-2% -$672 0.02% 361
2021
Q1 		$36K Hold
2,216
– – 0.02% 349
2020
Q4 		$33K Hold
2,216
– – 0.02% 319
2020
Q3 		$31K Buy
+2,216
New +$30.8K 0.02% 467

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Founders Financial Alliance's MDIV Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.7% in Q2 2026, buying an estimated $678 and bringing the position to 2,386 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #583.

Founders Financial Alliance first reported a position in MDIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $82K in Q1 2022. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Founders Financial Alliance held 2,386 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $39.4K as of Q2 2026.
  • Founders Financial Alliance bought 41 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $678.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #583 holding.
  • Founders Financial Alliance first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $82K in Q1 2022.
  • 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.