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 Q2	–	Sell	-1,739	Closed	-$28.1K	–	511
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

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

Guardian Wealth Advisors (North Carolina)'s MDIV Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 1,739 shares — an estimated $28.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MDIV in Q2 2022 and held it in 14 quarters. The position peaked at $102K in Q3 2022. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,739 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $28.1K.
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 held it in 14 quarters.
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.
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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.