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

CreativeOne Wealth’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 Q4	–	Sell	-11,540	Closed	-$155K	–	514
2020 Q3	$155K	Buy	11,540 +47	+0.4%	+$654	0.02%	260
2020 Q2	$157K	Buy	+11,493	New	+$153K	0.02%	239

Other funds holding MDIV

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

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

CreativeOne Wealth's MDIV Position: Q4 2020 in Review

CreativeOne Wealth sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2020, closing a stake of 11,540 shares — an estimated $155K sold.

CreativeOne Wealth first reported a position in MDIV in Q2 2020 and held it in 2 quarters. The position peaked at $157K in Q2 2020. 88 funds tracked by Wall St. Rank hold MDIV as of Q4 2020.

CreativeOne Wealth reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2020 after selling out during the quarter.
CreativeOne Wealth sold 11,540 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2020, an estimated $155K.
CreativeOne Wealth first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2020 and held it in 2 quarters.
CreativeOne Wealth's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $157K in Q2 2020.
88 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2020.

Based on CreativeOne Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.