Cedar Brook Financial Partners’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Cedar Brook Financial 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 Q3	–	Sell	-10,127	Closed	-$139K	–	302
2020 Q2	$139K	Sell	10,127 -1,203	-11%	-$16K	0.06%	271
2020 Q1	$133K	Buy	11,330 +186	+2%	+$3.08K	0.07%	236
2019 Q4	$209K	Sell	11,144 -883	-7%	-$16.3K	0.09%	271
2019 Q3	$222K	Sell	12,027 -1,331	-10%	-$24.5K	0.1%	261
2019 Q2	$247K	Buy	13,358 +189	+1%	+$3.5K	0.11%	242
2019 Q1	$242K	Buy	13,169 +201	+2%	+$3.64K	0.12%	233
2018 Q4	$218K	Buy	+12,968	New	+$231K	0.13%	212

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

Cedar Brook Financial Partners's MDIV Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2020, closing a stake of 10,127 shares — an estimated $139K sold.

Cedar Brook Financial Partners first reported a position in MDIV in Q4 2018 and held it in 7 quarters. The position peaked at $247K in Q2 2019. 84 funds tracked by Wall St. Rank hold MDIV as of Q3 2020.

Cedar Brook Financial Partners reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 10,127 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2020, an estimated $139K.
Cedar Brook Financial Partners first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $247K in Q2 2019.
84 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.