TA
MDIV icon

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
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

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

TrueWealth Advisors's MDIV Position: Q2 2026 in Review

TrueWealth Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 0.39% in Q2 2026, selling an estimated $2.89K and leaving 44,864 shares worth $741K. The position accounts for 0.17% of the portfolio, ranked #116.

TrueWealth Advisors first reported a position in MDIV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q3 2023. 32 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • TrueWealth Advisors held 44,864 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $741K as of Q2 2026.
  • TrueWealth Advisors sold 175 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $2.89K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.17% of TrueWealth Advisors's portfolio in Q2 2026, its #116 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 16 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.
  • 32 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 TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.