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

ACG Wealth’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
2022
Q3 		– Sell
-1,231
Closed -$19K – 701
2022
Q2 		$19K Buy
+1,231
New +$20K ﹤0.01% 580
2018
Q1 		– Sell
-77,872
Closed -$1.48M – 330
2017
Q4 		$1.48M Buy
+77,872
New +$1.48M 0.22% 105

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

ACG Wealth's MDIV Position: Q3 2022 in Review

ACG Wealth sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2022, closing a stake of 1,231 shares — an estimated $19K sold.

ACG Wealth first reported a position in MDIV in Q4 2017 and held it in 2 quarters. The position peaked at $1.48M in Q4 2017. 93 funds tracked by Wall St. Rank hold MDIV as of Q3 2022.

  • ACG Wealth reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,231 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2022, an estimated $19K.
  • ACG Wealth first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 2 quarters.
  • ACG Wealth's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.48M in Q4 2017.
  • 93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.