AE Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,848
| Closed | -$46.6K | – | 2216 |
|
|
2025
Q1 | $46.6K | Hold |
2,848
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q4 | $46K | Buy |
+2,848
| New | +$46K | ﹤0.01% | 1574 |
|
|
2024
Q1 | – | Sell |
-48,499
| Closed | -$754K | – | 1652 |
|
|
2023
Q4 | $754K | Buy |
48,499
+2,793
| +6% | +$43.4K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $667K | Sell |
45,706
-1,030
| -2% | -$15K | ﹤0.01% | 1249 |
|
|
2023
Q2 | $680K | Buy |
46,736
+1,631
| +4% | +$23.7K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $661K | Sell |
45,105
-147
| -0.3% | -$2.16K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $677K | Buy |
45,252
+128
| +0.3% | +$1.92K | ﹤0.01% | 1152 |
|
|
2022
Q3 | $652K | Sell |
45,124
-731
| -2% | -$10.6K | 0.01% | 1107 |
|
|
2022
Q2 | $696K | Sell |
45,855
-19,793
| -30% | -$300K | 0.01% | 1030 |
|
|
2022
Q1 | $1.11M | Buy |
65,648
+2,244
| +4% | +$37.8K | 0.01% | 880 |
|
|
2021
Q4 | $1.05M | Buy |
63,404
+3,042
| +5% | +$50.5K | 0.01% | 911 |
|
|
2021
Q3 | $990K | Sell |
60,362
-1,074
| -2% | -$17.6K | 0.01% | 871 |
|
|
2021
Q2 | $1.04M | Buy |
+61,436
| New | +$1.04M | 0.01% | 819 |
|
|
2020
Q3 | – | Sell |
-22,436
| Closed | -$307K | – | 1313 |
|
|
2020
Q2 | $307K | Sell |
22,436
-507
| -2% | -$6.94K | ﹤0.01% | 1010 |
|
|
2020
Q1 | $269K | Buy |
22,943
+6,153
| +37% | +$72.1K | 0.01% | 908 |
|
|
2019
Q4 | $315K | Buy |
16,790
+2,410
| +17% | +$45.2K | 0.01% | 881 |
|
|
2019
Q3 | $265K | Buy |
+14,380
| New | +$265K | 0.01% | 828 |
|