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

Freedom Financial Partners’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	$624K	Buy	37,770 +271	+0.7%	+$4.48K	0.2%	55
2026 Q1	$606K	Buy	37,499 +1,833	+5%	+$29.9K	0.22%	52
2025 Q4	$561K	Buy	35,666 +905	+3%	+$14.3K	0.2%	54
2025 Q3	$558K	Buy	34,761 +929	+3%	+$14.9K	0.21%	52
2025 Q2	$535K	Sell	33,832 -1,364	-4%	-$21.5K	0.23%	49
2025 Q1	$576K	Buy	35,196 +64	+0.2%	+$1.05K	0.27%	45
2024 Q4	$567K	Buy	+35,132	New	+$580K	0.27%	48

Other funds holding MDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Freedom Financial Partners's MDIV Position: Q2 2026 in Review

Freedom Financial Partners increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.72% in Q2 2026, buying an estimated $4.48K and bringing the position to 37,770 shares worth $624K. The position accounts for 0.2% of the portfolio, ranked #55.

Freedom Financial Partners first reported a position in MDIV in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Freedom Financial Partners held 37,770 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $624K as of Q2 2026.
Freedom Financial Partners bought 271 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $4.48K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.2% of Freedom Financial Partners's portfolio in Q2 2026, its #55 holding.
Freedom Financial Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and has held it in 7 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 Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.