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

Atria Investments’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
2015
Q1 		– Sell
-24,530
Closed -$522K – 429
2014
Q4 		$522K Buy
24,530
+110
+0.5% +$2.37K 0.06% 251
2014
Q3 		$525K Buy
24,420
+23
+0.1% +$507 0.05% 272
2014
Q2 		$546K Buy
24,397
+3,234
+15% +$70.7K 0.05% 262
2014
Q1 		$453K Buy
21,163
+603
+3% +$12.7K 0.05% 304
2013
Q4 		$428K Buy
20,560
+2,674
+15% +$55.8K 0.04% 318
2013
Q3 		$370K Buy
17,886
+3,882
+28% +$81.4K 0.04% 329
2013
Q2 		$296K Buy
+14,004
New +$306K 0.04% 298

Other funds holding MDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Atria Investments's MDIV Position: Q1 2015 in Review

Atria Investments sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2015, closing a stake of 24,530 shares — an estimated $522K sold.

Atria Investments first reported a position in MDIV in Q2 2013 and held it in 7 quarters. The position peaked at $546K in Q2 2014. 75 funds tracked by Wall St. Rank hold MDIV as of Q1 2015.

  • Atria Investments reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2015 after selling out during the quarter.
  • Atria Investments sold 24,530 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2015, an estimated $522K.
  • Atria Investments first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2013 and held it in 7 quarters.
  • Atria Investments's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $546K in Q2 2014.
  • 75 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2015.

Based on Atria Investments's 13F filing for Q1 2015, filed 13 Apr 2015.