Great Valley Advisor Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Great Valley Advisor Group’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	$240K	Buy	14,533 +68	+0.5%	+$1.13K	﹤0.01%	923
2026 Q1	$234K	Buy	14,465 +2,160	+18%	+$35.2K	﹤0.01%	894
2025 Q4	$193K	Buy	+12,305	New	+$194K	﹤0.01%	912
2021 Q3	–	Sell	-14,972	Closed	-$254K	–	585
2021 Q2	$254K	Sell	14,972 -1,498	-9%	-$25.2K	0.02%	485
2021 Q1	$266K	Buy	+16,470	New	+$258K	0.03%	430

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

Great Valley Advisor Group's MDIV Position: Q2 2026 in Review

Great Valley Advisor Group increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.47% in Q2 2026, buying an estimated $1.13K and bringing the position to 14,533 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Great Valley Advisor Group first reported a position in MDIV in Q1 2021 and has held it in 5 quarters since. The position peaked at $266K in Q1 2021. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Great Valley Advisor Group held 14,533 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $240K as of Q2 2026.
Great Valley Advisor Group bought 68 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $1.13K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #923 holding.
Great Valley Advisor Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2021 and has held it in 5 quarters since.
Great Valley Advisor Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $266K in Q1 2021.
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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.