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

Wealth Enhancement Advisory Services’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	$513K	Sell	32,275 -1,675	-5%	-$27.9K	﹤0.01%	2792
2026 Q2	$566K	Buy	33,950 +10,106	+42%	+$167K	﹤0.01%	2574
2026 Q1	$387K	Sell	23,844 -3,035	-11%	-$49.5K	﹤0.01%	2538
2025 Q4	$425K	Buy	26,879 +7,041	+35%	+$111K	﹤0.01%	2617
2025 Q3	$316K	Buy	19,838 +74	+0.4%	+$1.19K	﹤0.01%	2746
2025 Q2	$317K	Buy	19,764 +75	+0.4%	+$1.18K	﹤0.01%	2595
2025 Q1	$322K	Sell	19,689 -1,270	-6%	-$20.8K	﹤0.01%	2392
2024 Q4	$338K	Sell	20,959 -18,026	-46%	-$298K	﹤0.01%	2282
2024 Q3	$648K	Sell	38,985 -8,142	-17%	-$132K	﹤0.01%	1645
2024 Q2	$741K	Sell	47,127 -2,149	-4%	-$33.7K	﹤0.01%	1415
2024 Q1	$778K	Buy	49,276 +8,587	+21%	+$134K	﹤0.01%	1350
2023 Q4	$637K	Sell	40,689 -623	-2%	-$9.27K	﹤0.01%	1374
2023 Q3	$603K	Buy	+41,312	New	+$614K	﹤0.01%	1331

Other funds holding MDIV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 4.9% in Q3 2026, selling an estimated $27.9K and leaving 32,275 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Wealth Enhancement Advisory Services first reported a position in MDIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $778K in Q1 2024. 87 funds tracked by Wall St. Rank hold MDIV as of Q3 2026.

Wealth Enhancement Advisory Services held 32,275 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $513K as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,675 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2026, an estimated $27.9K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2792 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $778K in Q1 2024.
87 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 Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.