Elevated Capital Advisors’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 | $1.18M | Hold |
72,300
| – | – | 0.33% | 76 |
|
2025
Q1 | $1.18M | Sell |
72,300
-6,563
| -8% | -$107K | 0.33% | 76 |
|
2024
Q4 | $1.27M | Sell |
78,863
-571
| -0.7% | -$9.22K | 0.35% | 67 |
|
2024
Q3 | $1.32M | Sell |
79,434
-390
| -0.5% | -$6.49K | 0.35% | 74 |
|
2024
Q2 | $1.25M | Sell |
79,824
-128
| -0.2% | -$2.01K | 0.35% | 69 |
|
2024
Q1 | $1.26M | Buy |
79,952
+3,957
| +5% | +$62.5K | 0.36% | 80 |
|
2023
Q4 | $1.19M | Sell |
75,995
-462
| -0.6% | -$7.23K | 0.37% | 83 |
|
2023
Q3 | $1.12M | Buy |
76,457
+348
| +0.5% | +$5.08K | 0.38% | 81 |
|
2023
Q2 | $1.11M | Sell |
76,109
-17,359
| -19% | -$253K | 0.37% | 89 |
|
2023
Q1 | $1.37M | Buy |
93,468
+1,934
| +2% | +$28.4K | 0.49% | 76 |
|
2022
Q4 | $1.37M | Buy |
91,534
+2,844
| +3% | +$42.6K | 0.52% | 65 |
|
2022
Q3 | $1.28M | Buy |
+88,690
| New | +$1.28M | 0.5% | 70 |
|
2022
Q1 | $1.41M | Buy |
+83,306
| New | +$1.41M | 0.47% | 74 |
|
2021
Q3 | $1.34M | Buy |
+81,485
| New | +$1.34M | 0.46% | 65 |
|
2021
Q1 | $3.79M | Sell |
228,659
-121,986
| -35% | -$2.02M | 1.47% | 14 |
|
2020
Q4 | $5.27M | Sell |
350,645
-17,784
| -5% | -$267K | 2.28% | 5 |
|
2020
Q3 | $5.34M | Sell |
368,429
-5,583
| -1% | -$81K | 2.5% | 5 |
|
2020
Q2 | $5.29M | Buy |
+374,012
| New | +$5.29M | 2.49% | 5 |
|