Cornerstone Wealth Management’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
57,839
+670
| +1% | +$10.6K | 0.06% | 284 |
|
|
2025
Q1 | $935K | Buy |
57,169
+521
| +0.9% | +$8.52K | 0.06% | 257 |
|
|
2024
Q4 | $915K | Buy |
56,648
+872
| +2% | +$14.1K | 0.06% | 249 |
|
|
2024
Q3 | $928K | Buy |
55,776
+899
| +2% | +$15K | 0.07% | 230 |
|
|
2024
Q2 | $863K | Sell |
54,877
-1,137
| -2% | -$17.9K | 0.07% | 229 |
|
|
2024
Q1 | $884K | Sell |
56,014
-1,897
| -3% | -$30K | 0.07% | 225 |
|
|
2023
Q4 | $906K | Sell |
57,911
-1,039
| -2% | -$16.3K | 0.08% | 213 |
|
|
2023
Q3 | $860K | Sell |
58,950
-166
| -0.3% | -$2.42K | 0.08% | 211 |
|
|
2023
Q2 | $861K | Buy |
59,116
+376
| +0.6% | +$5.48K | 0.08% | 203 |
|
|
2023
Q1 | $861K | Buy |
+58,740
| New | +$861K | 0.08% | 195 |
|
|
2022
Q3 | $854K | Sell |
59,156
-2,783
| -4% | -$40.2K | 0.1% | 182 |
|
|
2022
Q2 | $940K | Sell |
61,939
-447
| -0.7% | -$6.78K | 0.1% | 167 |
|
|
2022
Q1 | $1.05M | Sell |
62,386
-583
| -0.9% | -$9.83K | 0.1% | 173 |
|
|
2021
Q4 | $1.04M | Sell |
62,969
-218
| -0.3% | -$3.61K | 0.1% | 180 |
|
|
2021
Q3 | $1.04M | Sell |
63,187
-607
| -1% | -$9.95K | 0.11% | 178 |
|
|
2021
Q2 | $1.08M | Buy |
63,794
+40
| +0.1% | +$678 | 0.11% | 175 |
|
|
2021
Q1 | $1.03M | Sell |
63,754
-789
| -1% | -$12.7K | 0.12% | 166 |
|
|
2020
Q4 | $970K | Sell |
64,543
-8,594
| -12% | -$129K | 0.12% | 159 |
|
|
2020
Q3 | $984K | Sell |
73,137
-9,588
| -12% | -$129K | 0.15% | 140 |
|
|
2020
Q2 | $1.13M | Buy |
82,725
+2,497
| +3% | +$34.2K | 0.18% | 113 |
|
|
2020
Q1 | $941K | Buy |
80,228
+2,699
| +3% | +$31.7K | 0.18% | 108 |
|
|
2019
Q4 | $1.46M | Buy |
77,529
+8,715
| +13% | +$164K | 0.24% | 80 |
|
|
2019
Q3 | $1.27M | Buy |
68,814
+5,778
| +9% | +$106K | 0.22% | 92 |
|
|
2019
Q2 | $1.17M | Buy |
63,036
+3,922
| +7% | +$72.9K | 0.21% | 102 |
|
|
2019
Q1 | $3M | Buy |
59,114
+5,382
| +10% | +$273K | 0.36% | 65 |
|
|
2018
Q4 | $903K | Sell |
53,732
-651,849
| -92% | -$11M | 0.19% | 109 |
|
|
2018
Q3 | $36.7M | Sell |
705,581
-79,514
| -10% | -$4.14M | 0.46% | 44 |
|
|
2018
Q2 | $43M | Buy |
785,095
+747,065
| +1,964% | +$40.9M | 0.48% | 44 |
|
|
2018
Q1 | $680K | Buy |
38,030
+3,477
| +10% | +$62.2K | 0.13% | 157 |
|
|
2017
Q4 | $674K | Sell |
34,553
-2,159
| -6% | -$42.1K | 0.13% | 160 |
|
|
2017
Q3 | $713K | Buy |
36,712
+1,985
| +6% | +$38.6K | 0.15% | 139 |
|
|
2017
Q2 | $675K | Buy |
34,727
+4,596
| +15% | +$89.3K | 0.15% | 142 |
|
|
2017
Q1 | $592K | Buy |
30,131
+6,604
| +28% | +$130K | 0.15% | 140 |
|
|
2016
Q4 | $452K | Buy |
23,527
+2,387
| +11% | +$45.9K | 0.15% | 145 |
|
|
2016
Q3 | $394K | Buy |
+21,140
| New | +$394K | 0.15% | 143 |
|