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

Creative Planning’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
2017 Q3	–	Sell	-7,344	Closed	-$142K	–	2954
2017 Q2	$142K	Buy	7,344 +6,491	+761%	+$126K	﹤0.01%	1737
2017 Q1	$17K	Sell	853 -1,118	-57%	-$21.8K	﹤0.01%	3229
2016 Q4	$38K	Buy	1,971 +1,968	+65,600%	+$36.8K	﹤0.01%	2608
2016 Q3	$0	Hold	3	–	–	﹤0.01%	4671
2016 Q2	$0	Hold	3	–	–	﹤0.01%	4449
2016 Q1	$0	Sell	3 -100	-97%	-$1.76K	﹤0.01%	4446
2015 Q4	$2K	Sell	103 -535	-84%	-$10K	﹤0.01%	4045
2015 Q3	$12K	Buy	+638	New	+$12.4K	﹤0.01%	3081
2015 Q2	–	Sell	-3	Closed	–	–	2208
2015 Q1	$0	Hold	3	–	–	﹤0.01%	4325
2014 Q4	$0	Hold	3	–	–	﹤0.01%	4268
2014 Q3	$0	Hold	3	–	–	﹤0.01%	4094
2014 Q2	$0	Hold	3	–	–	﹤0.01%	3890
2014 Q1	$0	Hold	3	–	–	﹤0.01%	3703
2013 Q4	$0	Hold	3	–	–	﹤0.01%	3400
2013 Q3	$0	Buy	+3	New	+$63	﹤0.01%	3292

Other funds holding MDIV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

Creative Planning's MDIV Position: Q3 2017 in Review

Creative Planning sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q3 2017, closing a stake of 7,344 shares — an estimated $142K sold.

Creative Planning first reported a position in MDIV in Q3 2013 and held it in 15 quarters. The position peaked at $142K in Q2 2017. 78 funds tracked by Wall St. Rank hold MDIV as of Q3 2017.

Creative Planning reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,344 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q3 2017, an estimated $142K.
Creative Planning first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q3 2013 and held it in 15 quarters.
Creative Planning's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $142K in Q2 2017.
78 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.