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

TCFG Wealth Management’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	$938K	Buy	58,034 +723	+1%	+$11.8K	0.35%	68
2025 Q4	$901K	Sell	57,311 -3,535	-6%	-$55.8K	0.35%	71
2025 Q3	$976K	Sell	60,846 -511	-0.8%	-$8.21K	0.38%	69
2025 Q2	$970K	Buy	61,357 +131	+0.2%	+$2.07K	0.44%	60
2025 Q1	$1M	Sell	61,226 -30	-0%	-$492	0.5%	53
2024 Q4	$989K	Hold	61,256	–	–	0.5%	54
2024 Q3	$1.02M	Buy	+61,256	New	+$996K	0.51%	57

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

TCFG Wealth Management's MDIV Position: Q1 2026 in Review

TCFG Wealth Management increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.3% in Q1 2026, buying an estimated $11.8K and bringing the position to 58,034 shares worth $938K. The position accounts for 0.35% of the portfolio, ranked #68.

TCFG Wealth Management first reported a position in MDIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2024. 95 funds tracked by Wall St. Rank hold MDIV as of Q1 2026.

TCFG Wealth Management held 58,034 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $938K as of Q1 2026.
TCFG Wealth Management bought 723 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2026, an estimated $11.8K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.35% of TCFG Wealth Management's portfolio in Q1 2026, its #68 holding.
TCFG Wealth Management 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 7 quarters since.
TCFG Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.02M in Q3 2024.
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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.