Pinnacle Bancorp’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Pinnacle Bancorp’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	$28.1K	Buy	1,700 +700	+70%	+$11.6K	0.01%	569
2026 Q1	$16.2K	Hold	1,000	–	–	﹤0.01%	641
2025 Q4	$15.7K	Hold	1,000	–	–	﹤0.01%	625
2025 Q3	$16K	Hold	1,000	–	–	﹤0.01%	654
2025 Q2	$15.8K	Hold	1,000	–	–	﹤0.01%	642
2025 Q1	$16.4K	Hold	1,000	–	–	0.01%	621
2024 Q4	$16.1K	Hold	1,000	–	–	0.01%	619
2024 Q3	$16.6K	Hold	1,000	–	–	﹤0.01%	605
2024 Q2	$15.7K	Hold	1,000	–	–	﹤0.01%	599
2024 Q1	$15.8K	Hold	1,000	–	–	﹤0.01%	585
2023 Q4	$15.7K	Hold	1,000	–	–	0.01%	571
2023 Q3	$14.6K	Hold	1,000	–	–	0.01%	549
2023 Q2	$14.6K	Hold	1,000	–	–	0.01%	543
2023 Q1	$14.7K	Hold	1,000	–	–	0.01%	545
2022 Q4	$15K	Hold	1,000	–	–	0.01%	513
2022 Q3	$14K	Hold	1,000	–	–	0.01%	502
2022 Q2	$15K	Hold	1,000	–	–	0.01%	495
2022 Q1	$17K	Hold	1,000	–	–	0.01%	497
2021 Q4	$17K	Hold	1,000	–	–	0.01%	507
2021 Q3	$16K	Hold	1,000	–	–	0.01%	522
2021 Q2	$17K	Hold	1,000	–	–	0.01%	518
2021 Q1	$16K	Hold	1,000	–	–	0.01%	519
2020 Q4	$15K	Hold	1,000	–	–	0.01%	494
2020 Q3	$13K	Hold	1,000	–	–	0.01%	487
2020 Q2	$14K	Hold	1,000	–	–	0.01%	469
2020 Q1	$12K	Hold	1,000	–	–	0.01%	468
2019 Q4	$19K	Hold	1,000	–	–	0.01%	442
2019 Q3	$18K	Hold	1,000	–	–	0.01%	466
2019 Q2	$19K	Hold	1,000	–	–	0.01%	449
2019 Q1	$18K	Hold	1,000	–	–	0.01%	443
2018 Q4	$17K	Buy	+1,000	New	+$17.8K	0.01%	449

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

Pinnacle Bancorp's MDIV Position: Q2 2026 in Review

Pinnacle Bancorp increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 70% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,700 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #569.

Pinnacle Bancorp first reported a position in MDIV in Q4 2018 and has held it in 31 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Pinnacle Bancorp held 1,700 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $28.1K as of Q2 2026.
Pinnacle Bancorp bought 700 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $11.6K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #569 holding.
Pinnacle Bancorp first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2018 and has held it in 31 quarters since.
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 Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.