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

Advisornet Financial’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
2024
Q1 		– Sell
-38,510
Closed -$603K – 2326
2023
Q4 		$603K Buy
38,510
+1,944
+5% +$28.9K 0.06% 291
2023
Q3 		$534K Buy
36,566
+1,776
+5% +$26.4K 0.05% 295
2023
Q2 		$507K Buy
34,790
+3,109
+10% +$45K 0.04% 306
2023
Q1 		$464K Buy
31,681
+4,003
+14% +$61.4K 0.04% 308
2022
Q4 		$414K Buy
27,678
+2,146
+8% +$32.5K 0.04% 325
2022
Q3 		$369K Buy
25,532
+303
+1% +$4.78K 0.04% 378
2022
Q2 		$383K Buy
25,229
+1,839
+8% +$29.8K 0.04% 366
2022
Q1 		$394K Sell
23,390
-7,908
-25% -$132K 0.02% 407
2021
Q4 		$519K Buy
31,298
+1,856
+6% +$30.7K 0.03% 398
2021
Q3 		$483K Sell
29,442
-2,215
-7% -$36.9K 0.03% 371
2021
Q2 		$537K Buy
31,657
+12,904
+69% +$217K 0.04% 370
2021
Q1 		$303K Buy
18,753
+11,753
+168% +$184K 0.02% 452
2020
Q4 		$105K Sell
7,000
-1,000
-13% -$14.5K 0.01% 676
2020
Q3 		$108K Sell
8,000
-2,700
-25% -$37.6K 0.01% 649
2020
Q2 		$146K Sell
10,700
-30,386
-74% -$405K 0.01% 574
2020
Q1 		$482K Buy
41,086
+250
+0.6% +$4.14K 0.04% 313
2019
Q4 		$767K Sell
40,836
-450
-1% -$8.31K 0.07% 252
2019
Q3 		$761K Sell
41,286
-1,500
-4% -$27.6K 0.07% 252
2019
Q2 		$792K Sell
42,786
-400
-0.9% -$7.41K 0.09% 221
2019
Q1 		$794K Hold
43,186
– – 0.1% 203
2018
Q4 		$727K Sell
43,186
-2,100
-5% -$37.4K 0.1% 195
2018
Q3 		$840K Buy
45,286
+13,300
+42% +$248K 0.11% 188
2018
Q2 		$585K Buy
31,986
+6,650
+26% +$121K 0.08% 213
2018
Q1 		$453K Buy
+25,336
New +$471K 0.06% 242

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Advisornet Financial's MDIV Position: Q1 2024 in Review

Advisornet Financial sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2024, closing a stake of 38,510 shares — an estimated $603K sold.

Advisornet Financial first reported a position in MDIV in Q1 2018 and held it in 24 quarters. The position peaked at $840K in Q3 2018. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2024.

  • Advisornet Financial reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 38,510 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2024, an estimated $603K.
  • Advisornet Financial first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2018 and held it in 24 quarters.
  • Advisornet Financial's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $840K in Q3 2018.
  • 100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.