Avantax Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-20,421
| Closed | -$297K | – | 1591 |
|
2023
Q2 | $297K | Buy |
20,421
+2,075
| +11% | +$30.2K | ﹤0.01% | 1192 |
|
2023
Q1 | $269K | Sell |
18,346
-6,337
| -26% | -$92.9K | ﹤0.01% | 1214 |
|
2022
Q4 | $370K | Buy |
24,683
+10,074
| +69% | +$151K | ﹤0.01% | 1006 |
|
2022
Q3 | $211K | Buy |
14,609
+34
| +0.2% | +$491 | ﹤0.01% | 1192 |
|
2022
Q2 | $221K | Buy |
+14,575
| New | +$221K | ﹤0.01% | 1163 |
|
2020
Q4 | – | Sell |
-11,416
| Closed | -$151K | – | 1180 |
|
2020
Q3 | $151K | Buy |
+11,416
| New | +$151K | ﹤0.01% | 1265 |
|