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 Q2	$556K	Hold	33,619	–	–	0.01%	525
2026 Q1	$544K	Sell	33,619 -600	-2%	-$9.78K	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

Other funds holding MDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Larson Financial Group's MDIV Position: Q2 2026 in Review

Larson Financial Group held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 33,619 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #525.

Larson Financial Group first reported a position in MDIV in Q3 2019 and has held it in 21 quarters since. The position peaked at $712K in Q3 2024. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Larson Financial Group held 33,619 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $556K as of Q2 2026.
Larson Financial Group left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #525 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 21 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.
86 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.