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 Q2	$263K	Sell	15,936 -5,071	-24%	-$83.9K	0.01%	610
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

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

HighPoint Advisor Group's MDIV Position: Q2 2026 in Review

HighPoint Advisor Group reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 24% in Q2 2026, selling an estimated $83.9K and leaving 15,936 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #610.

HighPoint Advisor Group first reported a position in MDIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q1 2026. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

HighPoint Advisor Group held 15,936 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $263K as of Q2 2026.
HighPoint Advisor Group sold 5,071 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $83.9K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #610 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 3 quarters since.
HighPoint Advisor Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $340K in Q1 2026.
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 HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.