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

Bruderman Asset 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
2016 Q1	–	Sell	-955	Closed	-$18K	–	406
2015 Q4	$18K	Buy	+955	New	+$17.8K	0.01%	290

Other funds holding MDIV

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

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

TNBTD

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Bruderman Asset Management's MDIV Position: Q1 2016 in Review

Bruderman Asset Management sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2016, closing a stake of 955 shares — an estimated $18K sold.

Bruderman Asset Management first reported a position in MDIV in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 76 funds tracked by Wall St. Rank hold MDIV as of Q1 2016.

Bruderman Asset Management reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2016 after selling out during the quarter.
Bruderman Asset Management sold 955 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2016, an estimated $18K.
Bruderman Asset Management first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2015 and held it in 1 quarter.
Bruderman Asset Management's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $18K in Q4 2015.
76 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2016.

Based on Bruderman Asset Management's 13F filing for Q1 2016, filed 9 May 2016.