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

Clearwater Capital 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
2020 Q1	–	Sell	-28,021	Closed	-$527K	–	154
2019 Q4	$527K	Sell	28,021 -18,098	-39%	-$334K	0.09%	123
2019 Q3	$850K	Sell	46,119 -22,152	-32%	-$408K	0.15%	111
2019 Q2	$1.26M	Sell	68,271 -23,836	-26%	-$442K	0.23%	96
2019 Q1	$1.69M	Sell	92,107 -27,923	-23%	-$505K	0.32%	87
2018 Q4	$2.02M	Sell	120,030 -51,517	-30%	-$918K	0.44%	69
2018 Q3	$3.18M	Sell	171,547 -11,346	-6%	-$211K	0.62%	52
2018 Q2	$3.35M	Sell	182,893 -7,819	-4%	-$143K	0.69%	50
2018 Q1	$3.41M	Buy	190,712 +13,452	+8%	+$250K	0.7%	46
2017 Q4	$3.37M	Buy	177,260 +16,642	+10%	+$316K	0.74%	44
2017 Q3	$3.09M	Sell	160,618 -4,069	-2%	-$78.2K	0.72%	43
2017 Q2	$3.17M	Sell	164,687 -406	-0.2%	-$7.88K	0.81%	41
2017 Q1	$3.22M	Buy	165,093 +12,951	+9%	+$252K	0.88%	33
2016 Q4	$2.93M	Buy	152,142 +9,723	+7%	+$182K	1.01%	31
2016 Q3	$2.66M	Buy	142,419 +10,174	+8%	+$198K	0.93%	36
2016 Q2	$2.55M	Buy	+132,245	New	+$2.51M	0.94%	35

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

Clearwater Capital Advisors's MDIV Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2020, closing a stake of 28,021 shares — an estimated $527K sold.

Clearwater Capital Advisors first reported a position in MDIV in Q2 2016 and held it in 15 quarters. The position peaked at $3.41M in Q1 2018. 94 funds tracked by Wall St. Rank hold MDIV as of Q1 2020.

Clearwater Capital Advisors 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.
Clearwater Capital Advisors sold 28,021 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2020, an estimated $527K.
Clearwater Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2016 and held it in 15 quarters.
Clearwater Capital Advisors's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $3.41M in Q1 2018.
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 Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.