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

Capital Advisors Ltd’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
2020 Q2	–	Sell	-1,000	Closed	-$12K	–	467
2020 Q1	$12K	Buy	+1,000	New	+$16.6K	﹤0.01%	351

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Advisors Ltd's MDIV Position: Q2 2020 in Review

Capital Advisors Ltd sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2020, closing a stake of 1,000 shares — an estimated $12K sold.

Capital Advisors Ltd first reported a position in MDIV in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 94 funds tracked by Wall St. Rank hold MDIV as of Q2 2020.

Capital Advisors Ltd reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2020 after selling out during the quarter.
Capital Advisors Ltd sold 1,000 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2020, an estimated $12K.
Capital Advisors Ltd first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2020 and held it in 1 quarter.
Capital Advisors Ltd's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $12K in Q1 2020.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2020.

Based on Capital Advisors Ltd's 13F filing for Q2 2020, filed 6 Aug 2020.