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

DB Wealth Management Group’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
2023 Q4	$68.1K	Hold	4,352	–	–	0.04%	141
2023 Q3	$63.5K	Hold	4,352	–	–	0.04%	141
2023 Q2	$63.4K	Hold	4,352	–	–	0.04%	138
2023 Q1	$63.8K	Hold	4,352	–	–	0.04%	136
2022 Q4	$65.1K	Hold	4,352	–	–	0.04%	135
2022 Q3	$63K	Hold	4,352	–	–	0.05%	134
2022 Q2	$66K	Hold	4,352	–	–	0.05%	135
2022 Q1	$73K	Hold	4,352	–	–	0.04%	140
2021 Q4	$72K	Buy	+4,352	New	+$72.1K	0.04%	137

Other funds holding MDIV

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

FAM

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

DB Wealth Management Group's MDIV Position: Q4 2023 in Review

DB Wealth Management Group held its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) position steady in Q4 2023 at 4,352 shares worth $68.1K. The position accounts for 0.04% of the portfolio, ranked #141.

DB Wealth Management Group first reported a position in MDIV in Q4 2021 and has held it in 9 quarters since. The position peaked at $73K in Q1 2022. 99 funds tracked by Wall St. Rank hold MDIV as of Q4 2023.

DB Wealth Management Group held 4,352 shares of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund worth $68.1K as of Q4 2023.
DB Wealth Management Group left its First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund share count unchanged in Q4 2023.
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund made up 0.04% of DB Wealth Management Group's portfolio in Q4 2023, its #141 holding.
DB Wealth Management Group first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q4 2021 and has held it in 9 quarters since.
DB Wealth Management Group's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $73K in Q1 2022.
99 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.