Realta Investment Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Realta Investment Advisors’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 Q1	$39.2K	Hold	2,425	–	–	0.01%	259
2025 Q4	$38.1K	Hold	2,425	–	–	0.01%	254
2025 Q3	$38.9K	Buy	+2,425	New	+$39K	0.01%	244
2025 Q2	–	Sell	-2,425	Closed	-$39.7K	–	322
2025 Q1	$39.7K	Buy	+2,425	New	+$39.8K	0.02%	243
2024 Q4	–	Sell	-1,650	Closed	-$27.5K	–	382
2024 Q3	$27.5K	Sell	1,650 -21,350	-93%	-$347K	0.01%	259
2024 Q2	$362K	Sell	23,000 -5,700	-20%	-$89.4K	0.07%	281
2024 Q1	$453K	Buy	28,700 +3,370	+13%	+$52.5K	0.09%	250
2023 Q4	$396K	Sell	25,330 -6,500	-20%	-$96.7K	0.09%	254
2023 Q3	$463K	Sell	31,830 -9,555	-23%	-$142K	0.11%	222
2023 Q2	$603K	Buy	41,385 +9,555	+30%	+$138K	0.13%	180
2023 Q1	$467K	Buy	31,830 +1,475	+5%	+$22.6K	0.11%	214
2022 Q4	$454K	Sell	30,355 -11,575	-28%	-$175K	0.11%	222
2022 Q3	$605K	Buy	41,930 +24,780	+144%	+$391K	0.16%	161
2022 Q2	$263K	Buy	+17,150	New	+$278K	0.06%	295
2020 Q1	–	Sell	-4,578	Closed	-$83K	–	948
2019 Q4	$83K	Buy	4,578 +1,303	+40%	+$24.1K	0.02%	549
2019 Q3	$59K	Buy	3,275 +2,829	+634%	+$52K	0.02%	632
2019 Q2	$8K	Buy	446 +5	+1%	+$93	﹤0.01%	1213
2019 Q1	$8K	Buy	+441	New	+$7.98K	﹤0.01%	964

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

Realta Investment Advisors's MDIV Position: Q1 2026 in Review

Realta Investment Advisors held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q1 2026 at 2,425 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #259.

Realta Investment Advisors first reported a position in MDIV in Q1 2019 and has held it in 18 quarters since. The position peaked at $605K in Q3 2022. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

Realta Investment Advisors held 2,425 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $39.2K as of Q1 2026.
Realta Investment Advisors left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #259 holding.
Realta Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2019 and has held it in 18 quarters since.
Realta Investment Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $605K in Q3 2022.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.