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

Cardan Capital Partners’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 Q1	–	Sell	-44,811	Closed	-$842K	–	211
2019 Q4	$842K	Buy	44,811 +4,320	+11%	+$79.7K	0.11%	115
2019 Q3	$746K	Buy	40,491 +2,615	+7%	+$48.1K	0.11%	122
2019 Q2	$701K	Buy	37,876 +5,091	+16%	+$94.4K	0.11%	117
2019 Q1	$603K	Sell	32,785 -5,110	-13%	-$92.5K	0.1%	119
2018 Q4	$638K	Buy	37,895 +2,113	+6%	+$37.6K	0.11%	104
2018 Q3	$663K	Buy	35,782 +706	+2%	+$13.2K	0.1%	99
2018 Q2	$642K	Buy	35,076 +1,462	+4%	+$26.7K	0.11%	98
2018 Q1	$601K	Buy	33,614 +1,835	+6%	+$34.1K	0.1%	100
2017 Q4	$604K	Buy	31,779 +1,993	+7%	+$37.9K	0.11%	83
2017 Q3	$571K	Buy	29,786 +2,251	+8%	+$43.3K	0.11%	81
2017 Q2	$531K	Sell	27,535 -222	-0.8%	-$4.31K	0.1%	79
2017 Q1	$542K	Buy	27,757 +7,357	+36%	+$143K	0.11%	78
2016 Q4	$390K	Buy	+20,400	New	+$381K	0.09%	81

Other funds holding MDIV

TNBTD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Cardan Capital Partners's MDIV Position: Q1 2020 in Review

Cardan Capital Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2020, closing a stake of 44,811 shares — an estimated $842K sold.

Cardan Capital Partners first reported a position in MDIV in Q4 2016 and held it in 13 quarters. The position peaked at $842K in Q4 2019. 94 funds tracked by Wall St. Rank hold MDIV as of Q1 2020.

Cardan Capital Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2020 after selling out during the quarter.
Cardan Capital Partners sold 44,811 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2020, an estimated $842K.
Cardan Capital Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2016 and held it in 13 quarters.
Cardan Capital Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $842K in Q4 2019.
94 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.