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

American Portfolios 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
2022 Q3	$138K	Sell	9,552 -2,227	-19%	-$35.2K	0.01%	1175
2022 Q2	$179K	Sell	11,779 -718	-6%	-$11.7K	0.01%	1095
2022 Q1	$211K	Buy	12,497 +753	+6%	+$12.6K	0.01%	1137
2021 Q4	$195K	Sell	11,744 -248	-2%	-$4.11K	0.01%	1175
2021 Q3	$197K	Sell	11,992 -215	-2%	-$3.58K	0.01%	1118
2021 Q2	$207K	Buy	12,207 +572	+5%	+$9.61K	0.01%	1083
2021 Q1	$188K	Sell	11,635 -3,675	-24%	-$57.5K	0.01%	1048
2020 Q4	$230K	Sell	15,310 -6,670	-30%	-$96.6K	0.01%	843
2020 Q3	$296K	Buy	21,980 +79	+0.4%	+$1.1K	0.02%	661
2020 Q2	$300K	Sell	21,901 -644	-3%	-$8.58K	0.02%	596
2020 Q1	$264K	Sell	22,545 -446	-2%	-$7.38K	0.02%	563
2019 Q4	$432K	Buy	22,991 +1,405	+7%	+$25.9K	0.03%	474
2019 Q3	$398K	Buy	21,586 +1,502	+7%	+$27.6K	0.03%	467
2019 Q2	$372K	Buy	20,084 +124	+0.6%	+$2.3K	0.03%	496
2019 Q1	$367K	Buy	19,960 +5,595	+39%	+$101K	0.03%	451
2018 Q4	$242K	Buy	14,365 +4,666	+48%	+$83.1K	0.03%	465
2018 Q3	$180K	Buy	9,699 +285	+3%	+$5.31K	0.02%	621
2018 Q2	$172K	Buy	9,414 +104	+1%	+$1.9K	0.02%	607
2018 Q1	$166K	Buy	9,310 +5,533	+146%	+$103K	0.02%	584
2017 Q4	$71.8K	Buy	+3,777	New	+$71.8K	0.01%	856

Other funds holding MDIV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

American Portfolios Advisors's MDIV Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 19% in Q3 2022, selling an estimated $35.2K and leaving 9,552 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #1175.

American Portfolios Advisors first reported a position in MDIV in Q4 2017 and has held it in 20 quarters since. The position peaked at $432K in Q4 2019. 93 funds tracked by Wall St. Rank hold MDIV as of Q3 2022.

American Portfolios Advisors held 9,552 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $138K as of Q3 2022.
American Portfolios Advisors sold 2,227 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2022, an estimated $35.2K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1175 holding.
American Portfolios Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $432K in Q4 2019.
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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.