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

Anchor Investment Management’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
2020 Q3	–	Sell	-663	Closed	-$9.08K	–	925
2020 Q2	$9.08K	Buy	+663	New	+$8.83K	﹤0.01%	651

Other funds holding MDIV

TNBTD

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

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

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

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

Anchor Investment Management's MDIV Position: Q3 2020 in Review

Anchor Investment Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2020, closing a stake of 663 shares — an estimated $9.08K sold.

Anchor Investment Management first reported a position in MDIV in Q2 2020 and held it in 1 quarter. The position peaked at $9.08K in Q2 2020. 84 funds tracked by Wall St. Rank hold MDIV as of Q3 2020.

Anchor Investment Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2020 after selling out during the quarter.
Anchor Investment Management sold 663 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2020, an estimated $9.08K.
Anchor Investment Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2020 and held it in 1 quarter.
Anchor Investment Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $9.08K in Q2 2020.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2020.

Based on Anchor Investment Management's 13F filing for Q3 2020, filed 2 Jan 2024.