Avantax Advisory Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-20,421	Closed	-$297K	–	1591
2023 Q2	$297K	Buy	20,421 +2,075	+11%	+$30.1K	﹤0.01%	1192
2023 Q1	$269K	Sell	18,346 -6,337	-26%	-$97.1K	﹤0.01%	1214
2022 Q4	$370K	Buy	24,683 +10,074	+69%	+$153K	﹤0.01%	1006
2022 Q3	$211K	Buy	14,609 +34	+0.2%	+$537	﹤0.01%	1192
2022 Q2	$221K	Buy	+14,575	New	+$236K	﹤0.01%	1163
2020 Q4	–	Sell	-11,416	Closed	-$151K	–	1180
2020 Q3	$151K	Buy	+11,416	New	+$159K	﹤0.01%	1265

Other funds holding MDIV

FAM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Avantax Advisory Services's MDIV Position: Q3 2023 in Review

Avantax Advisory Services sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2023, closing a stake of 20,421 shares — an estimated $297K sold.

Avantax Advisory Services first reported a position in MDIV in Q3 2020 and held it in 6 quarters. The position peaked at $370K in Q4 2022. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2023.

Avantax Advisory Services reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 20,421 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2023, an estimated $297K.
Avantax Advisory Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2020 and held it in 6 quarters.
Avantax Advisory Services's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $370K in Q4 2022.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.