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

Rockport Wealth’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	$4.49M	Buy	271,939 +14,790	+6%	+$245K	0.75%	33
2026 Q1	$4.16M	Buy	257,149 +434	+0.2%	+$7.08K	0.76%	33
2025 Q4	$4.04M	Buy	256,715 +13,736	+6%	+$217K	0.79%	26
2025 Q3	$3.9M	Buy	242,979 +8,568	+4%	+$138K	0.79%	25
2025 Q2	$3.71M	Buy	234,411 +8,918	+4%	+$141K	0.86%	20
2025 Q1	$3.69M	Buy	225,493 +132,012	+141%	+$2.17M	1.3%	14
2024 Q4	$1.51M	Buy	93,481 +13,464	+17%	+$222K	0.67%	22
2024 Q3	$1.33M	Buy	80,017 +35,143	+78%	+$572K	0.35%	27
2024 Q2	$705K	Buy	44,874 +2,725	+6%	+$42.7K	0.3%	35
2024 Q1	$666K	Buy	+42,149	New	+$656K	0.44%	30

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

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

Rockport Wealth's MDIV Position: Q2 2026 in Review

Rockport Wealth increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 5.8% in Q2 2026, buying an estimated $245K and bringing the position to 271,939 shares worth $4.49M. The position accounts for 0.75% of the portfolio, ranked #33.

Rockport Wealth first reported a position in MDIV in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Rockport Wealth held 271,939 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $4.49M as of Q2 2026.
Rockport Wealth bought 14,790 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $245K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.75% of Rockport Wealth's portfolio in Q2 2026, its #33 holding.
Rockport Wealth first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2024 and has held it in 10 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 Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.