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 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

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 $595M AUM 23.65% 1-Year Est. Return

Independent Advisor Alliance's MDIV Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2026: 43,110 shares worth $697K. The stake represents 0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in MDIV as recently as Q4 2024.

Independent Advisor Alliance first reported a position in MDIV in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2019. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Independent Advisor Alliance held 43,110 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $697K as of Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Independent Advisor Alliance position in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #989 holding.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.12M in Q4 2019.
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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.