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Prospera Financial Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Prospera Financial Services’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 		$200K Buy
12,124
+23
+0.2% +$380 ﹤0.01% 1399
2026
Q1 		$196K Sell
12,101
-1,531
-11% -$25K ﹤0.01% 1352
2025
Q4 		$214K Sell
13,632
-2,982
-18% -$47.1K ﹤0.01% 1269
2025
Q3 		$267K Buy
16,614
+1,106
+7% +$17.8K ﹤0.01% 1188
2025
Q2 		$245K Buy
+15,508
New +$245K ﹤0.01% 1185
2022
Q3 		– Sell
-2,755
Closed -$42K – 1294
2022
Q2 		$42K Sell
2,755
-1
-0% -$16 ﹤0.01% 1068
2022
Q1 		$46K Sell
2,756
-12,843
-82% -$214K ﹤0.01% 1412
2021
Q4 		$259K Sell
15,599
-992
-6% -$16.4K 0.01% 748
2021
Q3 		$272K Buy
16,591
+129
+0.8% +$2.15K 0.01% 685
2021
Q2 		$280K Buy
16,462
+2,180
+15% +$36.6K 0.01% 679
2021
Q1 		$230K Buy
+14,282
New +$223K 0.01% 689
2020
Q4 		– Sell
-19,570
Closed -$263K – 1198
2020
Q3 		$263K Buy
19,570
+6,103
+45% +$84.9K 0.1% 181
2020
Q2 		$184K Sell
13,467
-1,511
-10% -$20.1K 0.02% 543
2020
Q1 		$176K Buy
14,978
+4,852
+48% +$80.3K 0.02% 478
2019
Q4 		$190K Sell
10,126
-137
-1% -$2.53K 0.01% 572
2019
Q3 		$189K Buy
10,263
+179
+2% +$3.29K 0.02% 522
2019
Q2 		$187K Sell
10,084
-1,283
-11% -$23.8K 0.02% 497
2019
Q1 		$211K Buy
+11,367
New +$206K 0.07% 295
2016
Q1 		– Sell
-12,477
Closed -$229K – 363
2015
Q4 		$229K Sell
12,477
-4,939
-28% -$92.3K 0.05% 238
2015
Q3 		$320K Sell
17,416
-3,708
-18% -$72.2K 0.08% 177
2015
Q2 		$422K Buy
21,124
+7,648
+57% +$160K 0.1% 150
2015
Q1 		$284K Buy
+13,476
New +$287K 0.06% 224
2013
Q3 		– Sell
-9,950
Closed -$211K – 259
2013
Q2 		$211K Buy
+9,950
New +$217K 0.1% 202

Other funds holding MDIV

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prospera Financial Services's MDIV Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.19% in Q2 2026, buying an estimated $380 and bringing the position to 12,124 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Prospera Financial Services first reported a position in MDIV in Q2 2013 and has held it in 23 quarters since. The position peaked at $422K in Q2 2015. 7 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Prospera Financial Services held 12,124 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $200K as of Q2 2026.
  • Prospera Financial Services bought 23 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $380.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1399 holding.
  • Prospera Financial Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2013 and has held it in 23 quarters since.
  • Prospera Financial Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $422K in Q2 2015.
  • 7 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 Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.