Elk River Wealth Management’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
2022
Q1
Sell
-12,088
Closed -$201K 133
2021
Q4
$201K Sell
12,088
-1,251
-9% -$20.8K 0.05% 124
2021
Q3
$219K Hold
13,339
0.06% 109
2021
Q2
$226K Hold
13,339
0.06% 113
2021
Q1
$215K Sell
13,339
-6,045
-31% -$97.4K 0.06% 116
2020
Q4
$291K Buy
+19,384
New +$291K 0.1% 98