Guardian Wealth Advisors (North Carolina)’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$28.1K	Buy	+1,739	New	+$28.4K	﹤0.01%	483
2025 Q3	–	Sell	-2,572	Closed	-$40.7K	–	474
2025 Q2	$40.7K	Hold	2,572	–	–	﹤0.01%	410
2025 Q1	$42.1K	Hold	2,572	–	–	﹤0.01%	390
2024 Q4	$41.5K	Hold	2,572	–	–	﹤0.01%	375
2024 Q3	$42.8K	Hold	2,572	–	–	﹤0.01%	316
2024 Q2	$40.4K	Hold	2,572	–	–	﹤0.01%	310
2024 Q1	$40.6K	Hold	2,572	–	–	0.01%	331
2023 Q4	$40.3K	Hold	2,572	–	–	0.01%	322
2023 Q3	$37.5K	Hold	2,572	–	–	0.01%	314
2023 Q2	$37.4K	Hold	2,572	–	–	0.01%	299
2023 Q1	$37.7K	Hold	2,572	–	–	0.01%	289
2022 Q4	$38.5K	Sell	2,572 -4,500	-64%	-$68.2K	0.01%	271
2022 Q3	$102K	Buy	7,072 +834	+13%	+$13.2K	0.02%	210
2022 Q2	$95K	Buy	+6,238	New	+$101K	0.02%	205

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MDIV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2026: 1,739 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in MDIV as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in MDIV in Q2 2022 and has held it in 14 quarters since. The position peaked at $102K in Q3 2022. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 1,739 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $28.1K as of Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #483 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $102K in Q3 2022.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.