Endowment 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $775K | Buy |
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|
2025
Q2 | $612K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $608K | Buy |
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