Proactive Wealth Strategies’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Proactive Wealth Strategies’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	$715K	Hold	43,260	–	–	0.11%	124
2026 Q1	$700K	Buy	43,260 +21,630	+100%	+$353K	0.13%	119
2025 Q4	$340K	Buy	21,630 +32	+0.1%	+$505	0.13%	117
2025 Q3	$346K	Buy	21,598 +6,198	+40%	+$99.6K	0.15%	109
2025 Q2	$243K	Hold	15,400	–	–	0.11%	123
2025 Q1	$252K	Hold	15,400	–	–	0.13%	115
2024 Q4	$249K	Hold	15,400	–	–	0.13%	116
2024 Q3	$256K	Buy	+15,400	New	+$250K	0.14%	109

Other funds holding MDIV

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Proactive Wealth Strategies's MDIV Position: Q2 2026 in Review

Proactive Wealth Strategies held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q2 2026 at 43,260 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #124.

Proactive Wealth Strategies first reported a position in MDIV in Q3 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Proactive Wealth Strategies held 43,260 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $715K as of Q2 2026.
Proactive Wealth Strategies 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 0.11% of Proactive Wealth Strategies's portfolio in Q2 2026, its #124 holding.
Proactive Wealth Strategies first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2024 and has held it in 8 quarters since.
53 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 Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.