BerganKDV Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

BerganKDV Wealth Management’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
2019 Q1	–	Sell	-2,609	Closed	-$44K	–	745
2018 Q4	$44K	Buy	2,609 +41	+2%	+$730	0.01%	311
2018 Q3	$48K	Sell	2,568 -689	-21%	-$12.8K	0.01%	326
2018 Q2	$60K	Buy	+3,257	New	+$59.4K	0.01%	298
2017 Q3	–	Sell	-38,611	Closed	-$745K	–	201
2017 Q2	$745K	Sell	38,611 -5,688	-13%	-$110K	0.21%	93
2017 Q1	$866K	Sell	44,299 -68	-0.2%	-$1.32K	0.26%	76
2016 Q4	$848K	Sell	44,367 -233	-0.5%	-$4.35K	0.28%	69
2016 Q3	$843K	Sell	44,600 -6,465	-13%	-$126K	0.29%	64
2016 Q2	$987K	Buy	51,065 +3,054	+6%	+$58K	0.42%	49
2016 Q1	$891K	Buy	+48,011	New	+$847K	0.53%	55

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BerganKDV Wealth Management's MDIV Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2019, closing a stake of 2,609 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in MDIV in Q1 2016 and held it in 9 quarters. The position peaked at $987K in Q2 2016. 89 funds tracked by Wall St. Rank hold MDIV as of Q1 2019.

BerganKDV Wealth Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 2,609 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2019, an estimated $44K.
BerganKDV Wealth Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2016 and held it in 9 quarters.
BerganKDV Wealth Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $987K in Q2 2016.
89 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.