Keystone Financial Group (Kentucky)’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Keystone Financial Group (Kentucky)’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	$266K	Buy	16,438 +347	+2%	+$5.66K	0.02%	421
2025 Q4	$253K	Buy	+16,091	New	+$254K	0.02%	386
2025 Q3	–	Sell	-17,389	Closed	-$275K	–	461
2025 Q2	$275K	Sell	17,389 -122	-0.7%	-$1.92K	0.02%	341
2025 Q1	$286K	Sell	17,511 -820	-4%	-$13.4K	0.03%	303
2024 Q4	$296K	Sell	18,331 -573	-3%	-$9.46K	0.03%	300
2024 Q3	$314K	Buy	+18,904	New	+$307K	0.04%	272
2024 Q2	–	Sell	-18,879	Closed	-$298K	–	242
2024 Q1	$298K	Sell	18,879 -41	-0.2%	-$638	0.04%	258
2023 Q4	$296K	Sell	18,920 -29	-0.2%	-$432	0.05%	219
2023 Q3	$277K	Buy	18,949 +41	+0.2%	+$609	0.05%	227
2023 Q2	$275K	Buy	+18,908	New	+$274K	0.05%	230
2022 Q4	$192K	Buy	12,807 +282	+2%	+$4.27K	0.04%	266
2022 Q3	$181K	Buy	+12,525	New	+$198K	0.04%	266

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 $549M AUM 22.95% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s MDIV Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 2.2% in Q1 2026, buying an estimated $5.66K and bringing the position to 16,438 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #421.

Keystone Financial Group (Kentucky) first reported a position in MDIV in Q3 2022 and has held it in 12 quarters since. The position peaked at $314K in Q3 2024. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Keystone Financial Group (Kentucky) held 16,438 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $266K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 347 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $5.66K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #421 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2022 and has held it in 12 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $314K in Q3 2024.
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 Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.