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

Diversified’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
2024
Q2 		– Sell
-12,941
Closed -$204K – 240
2024
Q1 		$204K Buy
+12,941
New +$201K 0.03% 173

Other funds holding MDIV

FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Diversified's MDIV Position: Q2 2024 in Review

Diversified sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q2 2024, closing a stake of 12,941 shares — an estimated $204K sold.

Diversified first reported a position in MDIV in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 93 funds tracked by Wall St. Rank hold MDIV as of Q2 2024.

  • Diversified reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q2 2024 after selling out during the quarter.
  • Diversified sold 12,941 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q2 2024, an estimated $204K.
  • Diversified first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q1 2024 and held it in 1 quarter.
  • Diversified's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $204K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q2 2024.

Based on Diversified's 13F filing for Q2 2024, filed 24 Jul 2024.