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

Arkadios Wealth 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
2023 Q4	–	Sell	-10,958	Closed	-$160K	–	750
2023 Q3	$160K	Buy	+10,958	New	+$163K	0.02%	628
2021 Q4	–	Sell	-624	Closed	-$10K	–	1287
2021 Q3	$10K	Hold	624	–	–	﹤0.01%	1442
2021 Q2	$10K	Buy	624 +600	+2,500%	+$10.1K	﹤0.01%	1537
2021 Q1	$0	Buy	24 +1	+4%	+$16	﹤0.01%	1701
2020 Q4	$0	Buy	+23	New	+$333	﹤0.01%	1424

Other funds holding MDIV

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

FAM

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Arkadios Wealth Advisors's MDIV Position: Q4 2023 in Review

Arkadios Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2023, closing a stake of 10,958 shares — an estimated $160K sold.

Arkadios Wealth Advisors first reported a position in MDIV in Q4 2020 and held it in 5 quarters. The position peaked at $160K in Q3 2023. 99 funds tracked by Wall St. Rank hold MDIV as of Q4 2023.

Arkadios Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,958 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2023, an estimated $160K.
Arkadios Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $160K in Q3 2023.
99 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.