Wealth Enhancement Advisory Services
MDIV icon

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
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

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 42% in Q2 2026, buying an estimated $167K and bringing the position to 33,950 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Wealth Enhancement Advisory Services first reported a position in MDIV in Q3 2023 and has held it in 12 quarters since. The position peaked at $778K in Q1 2024. 7 funds tracked by Wall St. Rank hold MDIV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 33,950 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $566K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,106 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2026, an estimated $167K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2574 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 12 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.
  • 7 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.