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B. Riley Wealth Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-11,131
Closed -$175K – 1361
2024
Q2 		$175K Sell
11,131
-5,248
-32% -$82.3K ﹤0.01% 1260
2024
Q1 		$239K Buy
16,379
+3,680
+29% +$57.3K 0.01% 1166
2023
Q4 		$199K Sell
12,699
-3,680
-22% -$54.8K 0.01% 1265
2023
Q3 		$239K Buy
+16,379
New +$243K 0.01% 1166
2018
Q2 		– Sell
-16,131
Closed -$289K – 705
2018
Q1 		$289K Buy
+16,131
New +$300K 0.04% 467
2017
Q4 		– Sell
-13,124
Closed -$252K – 656
2017
Q3 		$252K Sell
13,124
-978
-7% -$18.8K 0.04% 429
2017
Q2 		$273K Buy
14,102
+27
+0.2% +$524 0.05% 395
2017
Q1 		$276K Buy
14,075
+1,173
+9% +$22.9K 0.06% 371
2016
Q4 		$247K Sell
12,902
-480
-4% -$8.97K 0.05% 393
2016
Q3 		$254K Buy
13,382
+23
+0.2% +$447 0.05% 458
2016
Q2 		$259K Sell
13,359
-74
-0.6% -$1.41K 0.05% 451
2016
Q1 		$249K Buy
13,433
+1,025
+8% +$18.1K 0.06% 402
2015
Q4 		$228K Buy
+12,408
New +$232K 0.05% 451
2015
Q1 		– Sell
-469
Closed -$10 – 1391
2014
Q4 		$10 Buy
+469
New +$10.1K ﹤0.01% 2876
2014
Q3 		– Sell
-437
Closed -$9.77K – 1373
2014
Q2 		$9.77K Buy
+437
New +$9.55K ﹤0.01% 1801

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
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

B. Riley Wealth Advisors's MDIV Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2024, closing a stake of 11,131 shares — an estimated $175K sold.

B. Riley Wealth Advisors first reported a position in MDIV in Q2 2014 and held it in 15 quarters. The position peaked at $289K in Q1 2018. 95 funds tracked by Wall St. Rank hold MDIV as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,131 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2024, an estimated $175K.
  • B. Riley Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $289K in Q1 2018.
  • 95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.