BIG
MDIV icon

Bellwether Investment Group’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Bellwether Investment Group’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
2016
Q2 		$5K Buy
+260
New +$4.94K 0.01% 494

Other funds holding MDIV

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellwether Investment Group's MDIV Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2016: 260 shares worth $5K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

78 funds tracked by Wall St. Rank hold MDIV as of Q2 2016.

  • Bellwether Investment Group held 260 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $5K as of Q2 2016.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund was a new Bellwether Investment Group position in Q2 2016.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Bellwether Investment Group's portfolio in Q2 2016, its #494 holding.
  • 78 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.