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

Truist Financial’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	$253K	Buy	15,294 +251	+2%	+$4.15K	﹤0.01%	2635
2026 Q1	$243K	Sell	15,043 -3,452	-19%	-$56.3K	﹤0.01%	2533
2025 Q4	$291K	Sell	18,495 -1,524	-8%	-$24.1K	﹤0.01%	2355
2025 Q3	$321K	Sell	20,019 -3,281	-14%	-$52.7K	﹤0.01%	2266
2025 Q2	$368K	Sell	23,300 -6,353	-21%	-$100K	﹤0.01%	2106
2025 Q1	$485K	Buy	+29,653	New	+$486K	﹤0.01%	1890
2021 Q4	–	Sell	-12,085	Closed	-$198K	–	2804
2021 Q3	$198K	Sell	12,085 -523	-4%	-$8.71K	﹤0.01%	2563
2021 Q2	$214K	Sell	12,608 -10,225	-45%	-$172K	﹤0.01%	2565
2021 Q1	$369K	Sell	22,833 -1,049	-4%	-$16.4K	﹤0.01%	2156
2020 Q4	$359K	Sell	23,882 -37,978	-61%	-$550K	﹤0.01%	2041
2020 Q3	$832K	Sell	61,860 -14,528	-19%	-$202K	﹤0.01%	1453
2020 Q2	$1.05M	Sell	76,388 -27,395	-26%	-$365K	﹤0.01%	1278
2020 Q1	$1.22M	Buy	103,783 +27,578	+36%	+$456K	﹤0.01%	1181
2019 Q4	$1.43M	Buy	+76,205	New	+$1.41M	﹤0.01%	1284

Other funds holding MDIV

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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 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

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

Truist Financial's MDIV Position: Q2 2026 in Review

Truist Financial increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 1.7% in Q2 2026, buying an estimated $4.15K and bringing the position to 15,294 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Truist Financial first reported a position in MDIV in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2019. 31 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

Truist Financial held 15,294 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $253K as of Q2 2026.
Truist Financial bought 251 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $4.15K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2635 holding.
Truist Financial first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2019 and has held it in 14 quarters since.
Truist Financial's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.43M in Q4 2019.
31 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.