Larson Financial Group
MDIV icon

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

Larson Financial Group’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
Q3 		$338K Sell
21,355
-12,264
-36% -$204K 0.01% 743
2026
Q2 		$556K Hold
33,619
– – 0.01% 525
2026
Q1 		$544K Sell
33,619
-600
-2% -$9.8K 0.02% 456
2025
Q4 		$538K Sell
34,219
-400
-1% -$6.31K 0.02% 438
2025
Q3 		$555K Sell
34,619
-2,216
-6% -$35.6K 0.02% 433
2025
Q2 		$582K Sell
36,835
-500
-1% -$7.89K 0.02% 393
2025
Q1 		$611K Sell
37,335
-5,000
-12% -$82K 0.03% 349
2024
Q4 		$684K Sell
42,335
-500
-1% -$8.25K 0.04% 296
2024
Q3 		$712K Sell
42,835
-1,749
-4% -$28.4K 0.04% 272
2024
Q2 		$701K Buy
44,584
+1,500
+3% +$23.5K 0.05% 225
2024
Q1 		$680K Sell
43,084
-360
-0.8% -$5.6K 0.05% 196
2023
Q4 		$680K Sell
43,444
-2,597
-6% -$38.6K 0.06% 185
2023
Q3 		$672K Buy
46,041
+7,090
+18% +$105K 0.07% 175
2023
Q2 		$567K Sell
38,951
-189
-0.5% -$2.74K 0.06% 184
2023
Q1 		$574K Buy
39,140
+1,650
+4% +$25.3K 0.06% 187
2022
Q4 		$561K Sell
37,490
-530
-1% -$8.03K 0.07% 181
2022
Q3 		$549K Buy
38,020
+1,302
+4% +$20.6K 0.08% 161
2022
Q2 		$557K Hold
36,718
– – 0.1% 97
2022
Q1 		$619K Buy
36,718
+6,957
+23% +$116K 0.1% 94
2021
Q4 		$494K Sell
29,761
-393
-1% -$6.51K 0.08% 115
2021
Q3 		$495K Buy
+30,154
New +$502K 0.1% 84
2019
Q4 		– Sell
-650
Closed -$12K – 628
2019
Q3 		$12K Buy
+650
New +$12K 0.01% 282

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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Larson Financial Group's MDIV Position: Q3 2026 in Review

Larson Financial Group reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 36% in Q3 2026, selling an estimated $204K and leaving 21,355 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #743.

Larson Financial Group first reported a position in MDIV in Q3 2019 and has held it in 22 quarters since. The position peaked at $712K in Q3 2024. 87 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

  • Larson Financial Group held 21,355 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $338K as of Q3 2026.
  • Larson Financial Group sold 12,264 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2026, an estimated $204K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #743 holding.
  • Larson Financial Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2019 and has held it in 22 quarters since.
  • Larson Financial Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $712K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.