Calton & Associates’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,740	Closed	-$33K	–	901
2017 Q4	$33K	Buy	+1,740	New	+$33.1K	0.01%	784

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

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

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

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

Calton & Associates's MDIV Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2018, closing a stake of 1,740 shares — an estimated $33K sold.

Calton & Associates first reported a position in MDIV in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 88 funds tracked by Wall St. Rank hold MDIV as of Q1 2018.

Calton & Associates reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,740 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2018, an estimated $33K.
Calton & Associates first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $33K in Q4 2017.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.