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

Avantax Planning Partners’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
2018 Q4	–	Sell	-2,400	Closed	-$44K	–	831
2018 Q3	$44K	Buy	+2,400	New	+$44.7K	﹤0.01%	515
2018 Q2	–	Sell	-2,400	Closed	-$43K	–	959
2018 Q1	$43K	Buy	+2,400	New	+$44.6K	﹤0.01%	558

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Avantax Planning Partners's MDIV Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2018, closing a stake of 2,400 shares — an estimated $44K sold.

Avantax Planning Partners first reported a position in MDIV in Q1 2018 and held it in 2 quarters. The position peaked at $44K in Q3 2018. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2018.

Avantax Planning Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,400 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2018, an estimated $44K.
Avantax Planning Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $44K in Q3 2018.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.