BB&T Investment Services’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

BB&T Investment 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
2017 Q4	$200K	Buy	10,514 +751	+8%	+$14.3K	0.03%	284
2017 Q3	$187K	Buy	9,763 +244	+3%	+$4.69K	0.04%	268
2017 Q2	$184K	Buy	+9,519	New	+$185K	0.05%	262

Other funds holding MDIV

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BB&T Investment Services's MDIV Position: Q4 2017 in Review

BB&T Investment Services increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 7.7% in Q4 2017, buying an estimated $14.3K and bringing the position to 10,514 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #284.

BB&T Investment Services first reported a position in MDIV in Q2 2017 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2017.

BB&T Investment Services held 10,514 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $200K as of Q4 2017.
BB&T Investment Services bought 751 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2017, an estimated $14.3K.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.03% of BB&T Investment Services's portfolio in Q4 2017, its #284 holding.
BB&T Investment Services first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2017 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.