Accel Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-1,355	Closed	-$19.9K	–	577
2023 Q1	$19.9K	Hold	1,355	–	–	0.01%	719
2022 Q4	$20.3K	Hold	1,355	–	–	0.01%	541
2022 Q3	$20K	Hold	1,355	–	–	0.01%	554
2022 Q2	$21K	Hold	1,355	–	–	0.01%	532
2022 Q1	$23K	Hold	1,355	–	–	0.01%	525
2021 Q4	$22K	Hold	1,355	–	–	0.01%	550
2021 Q3	$22K	Hold	1,355	–	–	0.01%	482
2021 Q2	$23K	Hold	1,355	–	–	0.02%	508
2021 Q1	$22K	Hold	1,355	–	–	0.02%	482
2020 Q4	$20K	Buy	+1,355	New	+$19.6K	0.02%	490

Other funds holding MDIV

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accel Wealth Management's MDIV Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2023, closing a stake of 1,355 shares — an estimated $19.9K sold.

Accel Wealth Management first reported a position in MDIV in Q4 2020 and held it in 10 quarters. The position peaked at $23K in Q1 2022. 93 funds tracked by Wall St. Rank hold MDIV as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,355 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2023, an estimated $19.9K.
Accel Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $23K in Q1 2022.
93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.