Intrua Financial’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Intrua Financial’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	$587K	Buy	35,529 +491	+1%	+$8.12K	0.05%	257
2026 Q1	$567K	Buy	35,038 +49	+0.1%	+$799	0.06%	241
2025 Q4	$550K	Buy	34,989 +2,872	+9%	+$45.3K	0.06%	243
2025 Q3	$515K	Buy	32,117 +6,622	+26%	+$106K	0.06%	241
2025 Q2	$403K	Hold	25,495	–	–	0.05%	240
2025 Q1	$417K	Hold	25,495	–	–	0.06%	232
2024 Q4	$412K	Hold	25,495	–	–	0.06%	228
2024 Q3	$424K	Hold	25,495	–	–	0.06%	252
2024 Q2	$401K	Sell	25,495 -300	-1%	-$4.71K	0.06%	261
2024 Q1	$407K	Buy	25,795 +2,300	+10%	+$35.8K	0.06%	273
2023 Q4	$368K	Buy	+23,495	New	+$350K	0.05%	279

Other funds holding MDIV

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CCA

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Intrua Financial's MDIV Position: Q2 2026 in Review

Intrua Financial increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.4% in Q2 2026, buying an estimated $8.12K and bringing the position to 35,529 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #257.

Intrua Financial first reported a position in MDIV in Q4 2023 and has held it in 11 quarters since. 31 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Intrua Financial held 35,529 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $587K as of Q2 2026.
Intrua Financial bought 491 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $8.12K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #257 holding.
Intrua Financial first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2023 and has held it in 11 quarters since.
31 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 Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.