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

Apriem 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
2024 Q4	–	Sell	-15,000	Closed	-$249K	–	186
2024 Q3	$249K	Sell	15,000 -22,800	-60%	-$371K	0.03%	153
2024 Q2	$594K	Sell	37,800 -14,378	-28%	-$226K	0.07%	92
2024 Q1	$824K	Buy	+52,178	New	+$812K	0.1%	83

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apriem Advisors's MDIV Position: Q4 2024 in Review

Apriem Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2024, closing a stake of 15,000 shares — an estimated $249K sold.

Apriem Advisors first reported a position in MDIV in Q1 2024 and held it in 3 quarters. The position peaked at $824K in Q1 2024. 103 funds tracked by Wall St. Rank hold MDIV as of Q4 2024.

Apriem Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2024 after selling out during the quarter.
Apriem Advisors sold 15,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2024, an estimated $249K.
Apriem Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2024 and held it in 3 quarters.
Apriem Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $824K in Q1 2024.
103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2024.

Based on Apriem Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.