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

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-449	Closed	-$8K	–	689
2018 Q1	$8K	Hold	449	–	–	0.01%	552
2017 Q4	$9K	Buy	+449	New	+$8.53K	0.01%	515

Other funds holding MDIV

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acorn Wealth Advisors's MDIV Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2018, closing a stake of 449 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in MDIV in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 79 funds tracked by Wall St. Rank hold MDIV as of Q2 2018.

Acorn Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 449 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors 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.
Acorn Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $9K in Q4 2017.
79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.