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

TrueWealth 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
Q3 		$629K Sell
39,725
-5,139
-11% -$85.6K 0.14% 130
2026
Q2 		$741K Sell
44,864
-175
-0.4% -$2.89K 0.17% 116
2026
Q1 		$728K Sell
45,039
-2,962
-6% -$48.3K 0.18% 104
2025
Q4 		$755K Sell
48,001
-6,216
-11% -$98.1K 0.2% 98
2025
Q3 		$870K Buy
54,217
+867
+2% +$13.9K 0.24% 83
2025
Q2 		$843K Sell
53,350
-14,192
-21% -$224K 0.25% 73
2025
Q1 		$1.1M Sell
67,542
-3,995
-6% -$65.5K 0.36% 55
2024
Q4 		$1.16M Sell
71,537
-4,251
-6% -$70.2K 0.39% 60
2024
Q3 		$1.26M Sell
75,788
-273
-0.4% -$4.44K 0.42% 52
2024
Q2 		$1.2M Sell
76,061
-4,907
-6% -$77K 0.44% 46
2024
Q1 		$1.28M Sell
80,968
-19,529
-19% -$304K 0.49% 44
2023
Q4 		$1.57M Sell
100,497
-11,290
-10% -$168K 0.61% 33
2023
Q3 		$1.63M Buy
111,787
+1,134
+1% +$16.8K 0.69% 31
2023
Q2 		$1.61M Buy
110,653
+15,444
+16% +$224K 0.66% 34
2023
Q1 		$1.4M Buy
95,209
+20,975
+28% +$321K 0.59% 39
2022
Q4 		$1.11M Buy
74,234
+18,318
+33% +$278K 0.49% 41
2022
Q3 		$807K Buy
+55,916
New +$883K 0.38% 57

Other funds holding MDIV

Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's MDIV Position: Q3 2026 in Review

TrueWealth Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 11% in Q3 2026, selling an estimated $85.6K and leaving 39,725 shares worth $629K. The position accounts for 0.14% of the portfolio, ranked #130.

TrueWealth Advisors first reported a position in MDIV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q3 2023. 26 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

  • TrueWealth Advisors held 39,725 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $629K as of Q3 2026.
  • TrueWealth Advisors sold 5,139 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2026, an estimated $85.6K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.14% of TrueWealth Advisors's portfolio in Q3 2026, its #130 holding.
  • TrueWealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2022 and has held it in 17 quarters since.
  • TrueWealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.63M in Q3 2023.
  • 26 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.