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

Cetera Advisors’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 		$354K Buy
22,436
+5,686
+34% +$88.5K ﹤0.01% 1830
2023
Q4 		$262K Buy
16,750
+1,945
+13% +$28.9K ﹤0.01% 1501
2023
Q3 		$216K Sell
14,805
-450
-3% -$6.68K ﹤0.01% 1501
2023
Q2 		$222K Sell
15,255
-240
-2% -$3.48K ﹤0.01% 1454
2023
Q1 		$227K Buy
15,495
+990
+7% +$15.2K ﹤0.01% 1432
2022
Q4 		$217K Sell
14,505
-5,770
-28% -$87.4K ﹤0.01% 1404
2022
Q3 		$293K Buy
20,275
+303
+2% +$4.78K 0.01% 985
2022
Q2 		$303K Sell
19,972
-16,827
-46% -$273K 0.01% 1041
2022
Q1 		$620K Buy
36,799
+8,671
+31% +$145K 0.01% 795
2021
Q4 		$467K Buy
28,128
+5,136
+22% +$85.1K 0.01% 913
2021
Q3 		$377K Buy
22,992
+2,316
+11% +$38.6K 0.01% 996
2021
Q2 		$351K Buy
20,676
+4,751
+30% +$79.8K 0.01% 978
2021
Q1 		$257K Buy
15,925
+2,548
+19% +$39.9K 0.01% 1031
2020
Q4 		$201K Sell
13,377
-2,036
-13% -$29.5K 0.01% 981
2020
Q3 		$207K Sell
15,413
-1,257
-8% -$17.5K 0.01% 872
2020
Q2 		$228K Sell
16,670
-1,673
-9% -$22.3K 0.01% 798
2020
Q1 		$215K Sell
18,343
-235
-1% -$3.89K 0.01% 705
2019
Q4 		$349K Sell
18,578
-8,506
-31% -$157K 0.01% 661
2019
Q3 		$499K Buy
27,084
+700
+3% +$12.9K 0.02% 548
2019
Q2 		$489K Sell
26,384
-7,774
-23% -$144K 0.02% 567
2019
Q1 		$629K Hold
34,158
– – 0.03% 436
2018
Q4 		$570K Sell
34,158
-8,437
-20% -$150K 0.03% 437
2018
Q3 		$790K Sell
42,595
-2,056
-5% -$38.3K 0.04% 411
2018
Q2 		$815K Sell
44,651
-17,039
-28% -$311K 0.05% 365
2018
Q1 		$1.1M Sell
61,690
-2,590
-4% -$48.2K 0.07% 297
2017
Q4 		$1.23M Buy
64,280
+15,238
+31% +$290K 0.07% 261
2017
Q3 		$945K Sell
49,042
-5,809
-11% -$112K 0.06% 330
2017
Q2 		$1.06M Buy
54,851
+9,772
+22% +$190K 0.07% 304
2017
Q1 		$886K Buy
45,079
+466
+1% +$9.08K 0.06% 321
2016
Q4 		$853K Sell
44,613
-5,253
-11% -$98.1K 0.06% 307
2016
Q3 		$943K Buy
49,866
+14,925
+43% +$290K 0.07% 282
2016
Q2 		$675K Sell
34,941
-663
-2% -$12.6K 0.05% 340
2016
Q1 		$666K Sell
35,604
-5,702
-14% -$101K 0.06% 333
2015
Q4 		$758K Sell
41,306
-2,901
-7% -$54.2K 0.06% 318
2015
Q3 		$812K Sell
44,207
-4,395
-9% -$85.6K 0.08% 269
2015
Q2 		$971K Sell
48,602
-4,493
-8% -$94K 0.08% 254
2015
Q1 		$1.12M Buy
53,095
+21,193
+66% +$451K 0.1% 226
2014
Q4 		$678K Buy
+31,902
New +$687K 0.07% 317

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Cetera Advisors's MDIV Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) stake by 34% in Q1 2024, buying an estimated $88.5K and bringing the position to 22,436 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Cetera Advisors first reported a position in MDIV in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.23M in Q4 2017. 100 funds tracked by Wall St. Rank hold MDIV as of Q1 2024.

  • Cetera Advisors held 22,436 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $354K as of Q1 2024.
  • Cetera Advisors bought 5,686 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2024, an estimated $88.5K.
  • First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1830 holding.
  • Cetera Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2014 and has held it in 38 quarters since.
  • Cetera Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $1.23M in Q4 2017.
  • 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.