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

Millstone Evans 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 		$5.12K Hold
310
– – ﹤0.01% 676
2026
Q1 		$5.01K Hold
310
– – ﹤0.01% 645
2025
Q4 		$4.87K Hold
310
– – ﹤0.01% 647
2025
Q3 		$4.97K Hold
310
– – ﹤0.01% 631
2025
Q2 		$4.9K Hold
310
– – ﹤0.01% 590
2025
Q1 		$5.07K Hold
310
– – ﹤0.01% 604
2024
Q4 		$5.01K Buy
+310
New +$5.12K ﹤0.01% 565

Other funds holding MDIV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Millstone Evans Group's MDIV Position: Q2 2026 in Review

Millstone Evans Group held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 310 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Millstone Evans Group first reported a position in MDIV in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Millstone Evans Group held 310 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $5.12K as of Q2 2026.
  • Millstone Evans 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 Millstone Evans Group's portfolio in Q2 2026, its #676 holding.
  • Millstone Evans Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 71 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 Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.