Comprehensive Financial Consultants Institutional’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-2,134	Closed	-$35K	–	345
2021 Q4	$35K	Buy	+2,134	New	+$35.3K	0.02%	262

Other funds holding MDIV

FAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's MDIV Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q1 2022, closing a stake of 2,134 shares — an estimated $35K sold.

Comprehensive Financial Consultants Institutional first reported a position in MDIV in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 93 funds tracked by Wall St. Rank hold MDIV as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 2,134 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q1 2022, an estimated $35K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $35K in Q4 2021.
93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.