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

RPg Family Wealth Advisory’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	$350K	Buy	21,650 +1,200	+6%	+$19.6K	0.07%	113
2025 Q4	$321K	Hold	20,450	–	–	0.07%	109
2025 Q3	$328K	Hold	20,450	–	–	0.07%	108
2025 Q2	$323K	Hold	20,450	–	–	0.09%	93
2025 Q1	$334K	Hold	20,450	–	–	0.1%	92
2024 Q4	$330K	Hold	20,450	–	–	0.12%	70
2024 Q3	$340K	Hold	20,450	–	–	0.11%	74
2024 Q2	$321K	Hold	20,450	–	–	0.11%	94
2024 Q1	$323K	Hold	20,450	–	–	0.1%	99
2023 Q4	$320K	Buy	+20,450	New	+$304K	0.12%	98
2022 Q2	–	Sell	-7,700	Closed	-$130K	–	233
2022 Q1	$130K	Hold	7,700	–	–	0.06%	116
2021 Q4	$128K	Buy	7,700 +5,700	+285%	+$94.4K	0.05%	127
2021 Q3	$32.8K	Buy	+2,000	New	+$33.3K	0.01%	191

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

RPg Family Wealth Advisory's MDIV Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 5.9% in Q1 2026, buying an estimated $19.6K and bringing the position to 21,650 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #113.

RPg Family Wealth Advisory first reported a position in MDIV in Q3 2021 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

RPg Family Wealth Advisory held 21,650 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $350K as of Q1 2026.
RPg Family Wealth Advisory bought 1,200 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $19.6K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.07% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #113 holding.
RPg Family Wealth Advisory first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2021 and has held it in 13 quarters since.
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 RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.