Cahill Financial Advisors’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Cahill Financial 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
2018 Q4	–	Sell	-10,000	Closed	-$186K	–	152
2018 Q3	$186K	Sell	10,000 -1,535	-13%	-$28.6K	0.08%	151
2018 Q2	$211K	Hold	11,535	–	–	0.1%	149
2018 Q1	$207K	Hold	11,535	–	–	0.1%	144
2017 Q4	$220K	Hold	11,535	–	–	0.11%	129
2017 Q3	$222K	Hold	11,535	–	–	0.12%	130
2017 Q2	$223K	Buy	+11,535	New	+$224K	0.12%	129

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cahill Financial Advisors's MDIV Position: Q4 2018 in Review

Cahill Financial Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2018, closing a stake of 10,000 shares — an estimated $186K sold.

Cahill Financial Advisors first reported a position in MDIV in Q2 2017 and held it in 6 quarters. The position peaked at $223K in Q2 2017. 87 funds tracked by Wall St. Rank hold MDIV as of Q4 2018.

Cahill Financial Advisors reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2018 after selling out during the quarter.
Cahill Financial Advisors sold 10,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2018, an estimated $186K.
Cahill Financial Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2017 and held it in 6 quarters.
Cahill Financial Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $223K in Q2 2017.
87 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2018.

Based on Cahill Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.