Kestra Advisory Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Kestra Advisory Services’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	$1.94M	Sell	117,215 -14,919	-11%	-$247K	0.01%	1383
2026 Q1	$2.14M	Buy	132,134 +15,276	+13%	+$249K	0.01%	1264
2025 Q4	$1.84M	Sell	116,858 -4,479	-4%	-$70.7K	0.01%	1269
2025 Q3	$1.95M	Sell	121,337 -7,064	-6%	-$114K	0.01%	1168
2025 Q2	$2.03M	Buy	128,401 +4,728	+4%	+$74.6K	0.01%	1072
2025 Q1	$2.02M	Sell	123,673 -4,986	-4%	-$81.8K	0.01%	981
2024 Q4	$2.08M	Buy	128,659 +12,045	+10%	+$199K	0.01%	977
2024 Q3	$1.94M	Sell	116,614 -16,326	-12%	-$266K	0.01%	968
2024 Q2	$2.09M	Buy	132,940 +11,832	+10%	+$186K	0.01%	944
2024 Q1	$1.91M	Buy	121,108 +18,710	+18%	+$291K	0.01%	902
2023 Q4	$1.6M	Sell	102,398 -20,642	-17%	-$307K	0.01%	904
2023 Q3	$1.8M	Buy	123,040 +5,423	+5%	+$80.5K	0.02%	729
2023 Q2	$1.71M	Buy	117,617 +1,346	+1%	+$19.5K	0.02%	736
2023 Q1	$1.7M	Buy	116,271 +58,476	+101%	+$896K	0.02%	712
2022 Q4	$865K	Buy	57,795 +12,685	+28%	+$192K	0.01%	1124
2022 Q3	$651K	Buy	45,110 +6,345	+16%	+$100K	0.01%	1173
2022 Q2	$588K	Sell	38,765 -3,492	-8%	-$56.7K	0.01%	1236
2022 Q1	$712K	Buy	42,257 +12,915	+44%	+$215K	0.01%	1104
2021 Q4	$487K	Buy	29,342 +2,599	+10%	+$43.1K	﹤0.01%	1337
2021 Q3	$439K	Buy	26,743 +6,826	+34%	+$114K	﹤0.01%	1455
2021 Q2	$338K	Sell	19,917 -169	-0.8%	-$2.84K	﹤0.01%	1499
2021 Q1	$324K	Sell	20,086 -9,685	-33%	-$151K	﹤0.01%	1420
2020 Q4	$445K	Buy	29,771 +5,522	+23%	+$80K	0.01%	1266
2020 Q3	$326K	Buy	+24,249	New	+$337K	0.01%	1070

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Kestra Advisory Services's MDIV Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 11% in Q2 2026, selling an estimated $247K and leaving 117,215 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1383.

Kestra Advisory Services first reported a position in MDIV in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.14M in Q1 2026. 32 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Kestra Advisory Services held 117,215 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.94M as of Q2 2026.
Kestra Advisory Services sold 14,919 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $247K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1383 holding.
Kestra Advisory Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $2.14M in Q1 2026.
32 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.