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

Argent 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
2020
Q2 		– Sell
-20,904
Closed -$245K – 139
2020
Q1 		$245K Sell
20,904
-4,329
-17% -$71.7K 0.25% 99
2019
Q4 		$478K Buy
+25,233
New +$466K 0.36% 65

Other funds holding MDIV

TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Argent Advisors's MDIV Position: Q2 2020 in Review

Argent Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2020, closing a stake of 20,904 shares — an estimated $245K sold.

Argent Advisors first reported a position in MDIV in Q4 2019 and held it in 2 quarters. The position peaked at $478K in Q4 2019. 94 funds tracked by Wall St. Rank hold MDIV as of Q2 2020.

  • Argent Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2020 after selling out during the quarter.
  • Argent Advisors sold 20,904 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2020, an estimated $245K.
  • Argent Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2019 and held it in 2 quarters.
  • Argent Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $478K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2020.

Based on Argent Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.