BFC Planning, Inc.’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

BFC Planning, Inc.’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	$30.8K	Hold	1,864	–	–	﹤0.01%	1787
2026 Q1	$30.1K	Sell	1,864 -400	-18%	-$6.52K	﹤0.01%	1535
2025 Q4	$35.6K	Hold	2,264	–	–	﹤0.01%	1504
2025 Q3	$36.3K	Hold	2,264	–	–	﹤0.01%	1310
2025 Q2	$35.8K	Hold	2,264	–	–	﹤0.01%	1253
2025 Q1	$37K	Hold	2,264	–	–	﹤0.01%	1225
2024 Q4	$36.6K	Buy	+2,264	New	+$37.4K	﹤0.01%	1232

Other funds holding MDIV

LPL Financial San Diego, California $468B AUM 17.69% 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 $6.75B AUM 16.25% 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 $571M AUM 17.22% 1-Year Est. Return

BFC Planning, Inc.'s MDIV Position: Q2 2026 in Review

BFC Planning, Inc. held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 1,864 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

BFC Planning, Inc. first reported a position in MDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $37K in Q1 2025. 89 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

BFC Planning, Inc. held 1,864 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $30.8K as of Q2 2026.
BFC Planning, Inc. left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1787 holding.
BFC Planning, Inc. 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.
BFC Planning, Inc.'s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $37K in Q1 2025.
89 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 BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.