Cetera Advisor Networks’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$2.9M	Sell	183,645 -220,442	-55%	-$3.43M	0.01%	862
2023 Q4	$6.32M	Buy	404,087 +232,284	+135%	+$3.46M	0.04%	473
2023 Q3	$2.51M	Buy	171,803 +7,179	+4%	+$107K	0.02%	803
2023 Q2	$2.4M	Buy	164,624 +24,764	+18%	+$359K	0.02%	783
2023 Q1	$2.05M	Buy	139,860 +33,609	+32%	+$515K	0.02%	830
2022 Q4	$1.59M	Buy	106,251 +4,771	+5%	+$72.3K	0.01%	924
2022 Q3	$1.47M	Buy	101,480 +16,995	+20%	+$268K	0.02%	713
2022 Q2	$1.28M	Buy	84,485 +48,020	+132%	+$779K	0.02%	771
2022 Q1	$615K	Buy	36,465 +9,229	+34%	+$154K	0.01%	1170
2021 Q4	$452K	Sell	27,236 -7,093	-21%	-$117K	0.01%	1334
2021 Q3	$563K	Sell	34,329 -18,364	-35%	-$306K	0.01%	1149
2021 Q2	$894K	Buy	52,693 +12,259	+30%	+$206K	0.01%	869
2021 Q1	$653K	Sell	40,434 -175	-0.4%	-$2.74K	0.01%	751
2020 Q4	$610K	Buy	40,609 +16,200	+66%	+$235K	0.01%	704
2020 Q3	$328K	Sell	24,409 -161,457	-87%	-$2.25M	0.01%	892
2020 Q2	$2.54M	Buy	185,866 +1,257	+0.7%	+$16.7K	0.07%	261
2020 Q1	$2.17M	Sell	184,609 -32,042	-15%	-$530K	0.07%	239
2019 Q4	$4.07M	Buy	216,651 +47,458	+28%	+$876K	0.11%	179
2019 Q3	$3.12M	Buy	169,193 +25,900	+18%	+$477K	0.09%	196
2019 Q2	$2.66M	Buy	143,293 +11,098	+8%	+$206K	0.08%	218
2019 Q1	$2.42M	Buy	132,195 +2,089	+2%	+$37.8K	0.08%	230
2018 Q4	$2.18M	Buy	130,106 +3,325	+3%	+$59.2K	0.08%	212
2018 Q3	$2.35M	Buy	126,781 +20,775	+20%	+$387K	0.08%	212
2018 Q2	$1.94M	Buy	106,006 +528	+0.5%	+$9.63K	0.1%	172
2018 Q1	$1.88M	Sell	105,478 -3,422	-3%	-$63.6K	0.08%	200
2017 Q4	$2.07M	Buy	108,900 +354	+0.3%	+$6.73K	0.09%	199
2017 Q3	$2.08M	Buy	108,546 +595	+0.6%	+$11.4K	0.09%	186
2017 Q2	$2.08M	Buy	107,951 +2,540	+2%	+$49.3K	0.1%	184
2017 Q1	$2.06M	Buy	105,411 +6,553	+7%	+$128K	0.1%	196
2016 Q4	$1.89M	Buy	98,858 +17,111	+21%	+$320K	0.1%	194
2016 Q3	$1.55M	Buy	81,747 +25,424	+45%	+$494K	0.06%	275
2016 Q2	$1.09M	Buy	56,323 +12,496	+29%	+$238K	0.06%	273
2016 Q1	$812K	Buy	43,827 +28	+0.1%	+$494	0.05%	327
2015 Q4	$805K	Buy	43,799 +4,280	+11%	+$80K	0.05%	323
2015 Q3	$726K	Buy	39,519 +17,559	+80%	+$342K	0.05%	331
2015 Q2	$463K	Hold	21,960	–	–	0.03%	475
2015 Q1	$463K	Buy	+21,960	New	+$467K	0.03%	477

Other funds holding MDIV

FAM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Cetera Advisor Networks's MDIV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 55% in Q1 2024, selling an estimated $3.43M and leaving 183,645 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #862.

Cetera Advisor Networks first reported a position in MDIV in Q1 2015 and has held it in 37 quarters since. The position peaked at $6.32M in Q4 2023. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2024.

Cetera Advisor Networks held 183,645 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $2.9M as of Q1 2024.
Cetera Advisor Networks sold 220,442 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2024, an estimated $3.43M.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #862 holding.
Cetera Advisor Networks first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2015 and has held it in 37 quarters since.
Cetera Advisor Networks's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $6.32M in Q4 2023.
100 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.