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

HighPoint 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
Q1 		$340K Buy
21,007
+141
+0.7% +$2.3K 0.01% 504
2025
Q4 		$328K Buy
+20,866
New +$329K 0.01% 812

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

HighPoint Advisor Group's MDIV Position: Q1 2026 in Review

HighPoint Advisor Group increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.68% in Q1 2026, buying an estimated $2.3K and bringing the position to 21,007 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #504.

HighPoint Advisor Group first reported a position in MDIV in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

  • HighPoint Advisor Group held 21,007 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $340K as of Q1 2026.
  • HighPoint Advisor Group bought 141 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $2.3K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of HighPoint Advisor Group's portfolio in Q1 2026, its #504 holding.
  • HighPoint Advisor Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 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 HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.