Apriem Advisors’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
2024 Q4	–	Sell	-15,000	Closed	-$249K	–	186
2024 Q3	$249K	Sell	15,000 -22,800	-60%	-$379K	0.03%	153
2024 Q2	$594K	Sell	37,800 -14,378	-28%	-$226K	0.07%	92
2024 Q1	$824K	Buy	+52,178	New	+$824K	0.1%	83