Atomi Financial Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Atomi Financial Group’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	-14,517	Closed	-$241K	–	1004
2024 Q3	$241K	Sell	14,517 -14,444	-50%	-$235K	0.02%	768
2024 Q2	$455K	Hold	28,961	–	–	0.03%	429
2024 Q1	$457K	Buy	28,961 +209	+0.7%	+$3.25K	0.04%	374
2023 Q4	$450K	Buy	+28,752	New	+$428K	0.06%	300

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

Atomi Financial Group's MDIV Position: Q4 2024 in Review

Atomi Financial Group sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2024, closing a stake of 14,517 shares — an estimated $241K sold.

Atomi Financial Group first reported a position in MDIV in Q4 2023 and held it in 4 quarters. The position peaked at $457K in Q1 2024. 103 funds tracked by Wall St. Rank hold MDIV as of Q4 2024.

Atomi Financial Group 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.
Atomi Financial Group sold 14,517 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2024, an estimated $241K.
Atomi Financial Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2023 and held it in 4 quarters.
Atomi Financial Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $457K 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 Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.