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 Q3	$685K	Hold	43,260	–	–	0.11%	127
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%	+$100K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Proactive Wealth Strategies's MDIV Position: Q3 2026 in Review

Proactive Wealth Strategies held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q3 2026 at 43,260 shares worth $685K. The position accounts for 0.11% of the portfolio, ranked #127.

Proactive Wealth Strategies first reported a position in MDIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $715K in Q2 2026. 87 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

Proactive Wealth Strategies held 43,260 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $685K as of Q3 2026.
Proactive Wealth Strategies left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.11% of Proactive Wealth Strategies's portfolio in Q3 2026, its #127 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 9 quarters since.
Proactive Wealth Strategies's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $715K in Q2 2026.
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 Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.