Ahrens Investment Partners’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Ahrens Investment Partners’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 Q1	$1.47K	Buy	+100	New	+$1.53K	﹤0.01%	920
2022 Q3	–	Sell	-11,100	Closed	-$168K	–	601
2022 Q2	$168K	Hold	11,100	–	–	0.07%	173
2022 Q1	$187K	Sell	11,100 -400	-3%	-$6.67K	0.06%	190
2021 Q4	$191K	Hold	11,500	–	–	0.08%	192
2021 Q3	$189K	Hold	11,500	–	–	0.09%	198
2021 Q2	$195K	Sell	11,500 -150	-1%	-$2.52K	0.09%	216
2021 Q1	$188K	Hold	11,650	–	–	0.09%	190
2020 Q4	$175K	Sell	11,650 -100	-0.9%	-$1.45K	0.09%	172
2020 Q3	$158K	Sell	11,750 -3,470	-23%	-$48.3K	0.11%	155
2020 Q2	$208K	Hold	15,220	–	–	0.13%	144
2020 Q1	$179K	Buy	+15,220	New	+$252K	0.13%	117
2018 Q3	–	Sell	-12,035	Closed	-$220K	–	182
2018 Q2	$220K	Sell	12,035 -3,100	-20%	-$56.5K	0.09%	145
2018 Q1	$271K	Sell	15,135 -2,900	-16%	-$53.9K	0.12%	110
2017 Q4	$343K	Sell	18,035 -500	-3%	-$9.5K	0.14%	98
2017 Q3	$356K	Sell	18,535 -4,200	-18%	-$80.8K	0.15%	90
2017 Q2	$439K	Sell	22,735 -2,650	-10%	-$51.5K	0.19%	74
2017 Q1	$496K	Sell	25,385 -400	-2%	-$7.79K	0.24%	73
2016 Q4	$493K	Buy	+25,785	New	+$482K	0.26%	64

Other funds holding MDIV

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ahrens Investment Partners's MDIV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2023: 100 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MDIV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MDIV in Q4 2016 and has held it in 18 quarters since. The position peaked at $496K in Q1 2017. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2023.

Ahrens Investment Partners held 100 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $1.47K as of Q1 2023.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Ahrens Investment Partners position in Q1 2023.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #920 holding.
Ahrens Investment Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and has held it in 18 quarters since.
Ahrens Investment Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $496K in Q1 2017.
100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.