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

Independent Advisor Alliance’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	-43,110	Closed	-$697K	–	1420
2026 Q1	$697K	Buy	+43,110	New	+$703K	0.01%	989
2025 Q1	–	Sell	-36,764	Closed	-$594K	–	1148
2024 Q4	$594K	Buy	+36,764	New	+$607K	0.01%	897
2020 Q1	–	Sell	-59,816	Closed	-$1.12M	–	676
2019 Q4	$1.12M	Buy	+59,816	New	+$1.1M	0.05%	336
2017 Q2	–	Sell	-11,045	Closed	-$215K	–	338
2017 Q1	$215K	Buy	+11,045	New	+$215K	0.03%	366

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

Independent Advisor Alliance's MDIV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2026, closing a stake of 43,110 shares — an estimated $697K sold.

Independent Advisor Alliance first reported a position in MDIV in Q1 2017 and held it in 4 quarters. The position peaked at $1.12M in Q4 2019. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Independent Advisor Alliance 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.
Independent Advisor Alliance sold 43,110 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $697K.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.12M in Q4 2019.
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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.